+1,786.0%
ALNY vs IOVA
-92.0%
+1,877.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -3.5% | -2.2% | -1.3% | -3.4% |
| 30D | +18.9% | +31.7% | -12.8% | +17.4% |
| 3M | -13.3% | +117.3% | -130.6% | -16.9% |
| 6M | -20.3% | +55.8% | -76.1% | -22.7% |
| YTD | -35.1% | +208.8% | -243.9% | -39.2% |
| 1Y | -46.5% | +255.7% | -302.2% | -50.4% |
| 3Y | +28.1% | +41.7% | -13.6% | +19.2% |
| 5Y | +36.1% | -64.9% | +101.0% | +30.6% |
| 10Y | +269.7% | +6.3% | +263.4% | +238.2% |
| All | +1,786.0% | -92.0% | +1,877.9% | +1,493.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling