+61.4%
AMAT vs IOVA
+362.8%
-301.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.2% |
| 7D | -11.2% | -41.3% | +30.1% | -10.3% |
| 30D | -31.9% | -38.5% | +6.6% | -31.2% |
| 3M | -32.3% | +99.5% | -131.9% | -33.0% |
| 6M | -5.4% | +126.0% | -131.4% | -6.3% |
| YTD | +44.3% | +218.7% | -174.4% | +45.4% |
| 1Y | +61.4% | +378.0% | -316.7% | +70.7% |
| All | +61.4% | +362.8% | -301.4% | +70.7% |
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