+21.5%
ALNY vs IOVA
+36.1%
-14.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.6% | -3.8% |
| 7D | -6.4% | -6.4% | 0.0% | -6.0% |
| 30D | +11.9% | +25.4% | -13.5% | +10.0% |
| 3M | -15.0% | +115.3% | -130.4% | -20.8% |
| 6M | -23.2% | +56.5% | -79.8% | -27.0% |
| YTD | -37.8% | +198.2% | -235.9% | -44.5% |
| 1Y | -47.3% | +242.0% | -289.3% | -54.0% |
| All | +21.5% | +36.1% | -14.6% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling