+87.3%
ALB vs IOVA
+4.5%
+82.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.4% |
| 7D | -8.6% | -2.2% | -6.4% | -8.4% |
| 30D | -4.0% | +31.7% | -35.8% | -7.6% |
| 3M | -17.4% | +117.3% | -134.7% | -26.4% |
| 6M | -25.4% | +55.8% | -81.2% | -31.5% |
| YTD | -10.5% | +208.8% | -219.3% | -25.4% |
| 1Y | +75.8% | +255.7% | -179.9% | +42.0% |
| 3Y | -28.5% | +41.7% | -70.2% | -41.5% |
| 5Y | -45.1% | -64.9% | +19.8% | -51.2% |
| 10Y | +87.3% | +6.3% | +81.0% | +52.7% |
| All | +87.3% | +4.5% | +82.9% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling