+26.9%
ALL vs IOVA
+237.6%
-210.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.4% |
| 7D | -3.9% | +1.9% | -5.7% | -3.8% |
| 30D | +10.6% | -44.1% | +54.7% | +10.3% |
| 3M | -4.6% | +28.9% | -33.4% | -5.8% |
| 6M | +20.2% | +125.7% | -105.5% | +17.2% |
| YTD | +23.7% | +199.3% | -175.6% | +21.0% |
| All | +26.9% | +237.6% | -210.7% | +23.9% |
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