+75.8%
ALB vs IOVA
+254.2%
-178.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.6% |
| 7D | -8.6% | -2.2% | -6.4% | -8.4% |
| 30D | -4.0% | +31.7% | -35.8% | -6.5% |
| 3M | -17.4% | +117.3% | -134.7% | -23.5% |
| 6M | -25.4% | +55.8% | -81.2% | -28.7% |
| YTD | -10.5% | +208.8% | -219.3% | -21.4% |
| 1Y | +75.8% | +255.7% | -179.9% | +54.2% |
| All | +75.8% | +254.2% | -178.4% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling