+30.6%
ALNY vs IOVA
-66.4%
+97.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.6% | -3.7% |
| 7D | -6.4% | -6.4% | 0.0% | -5.7% |
| 30D | +11.9% | +25.4% | -13.5% | +8.8% |
| 3M | -15.0% | +115.3% | -130.4% | -24.0% |
| 6M | -23.2% | +56.5% | -79.8% | -29.4% |
| YTD | -37.8% | +198.2% | -235.9% | -48.0% |
| 1Y | -47.3% | +242.0% | -289.3% | -57.3% |
| 3Y | +22.9% | +36.8% | -13.9% | -4.3% |
| 5Y | +30.6% | -64.3% | +94.8% | +23.6% |
| All | +30.6% | -66.4% | +97.0% | +23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling