+1,370.8%
AMAT vs IOVA
+12.2%
+1,358.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | -2.5% | -8.5% | +6.0% | -1.3% |
| 30D | -26.5% | -44.7% | +18.2% | -22.0% |
| 3M | -28.6% | +26.2% | -54.8% | -32.1% |
| 6M | -14.2% | +123.2% | -137.5% | -25.7% |
| YTD | +45.5% | +196.0% | -150.5% | +19.1% |
| 1Y | +59.3% | +240.9% | -181.6% | +27.2% |
| 3Y | +153.1% | +103.5% | +49.6% | +87.1% |
| 5Y | +158.2% | -65.5% | +223.6% | +127.4% |
| 10Y | +1,370.8% | +7.0% | +1,363.8% | +957.1% |
| All | +1,370.8% | +12.2% | +1,358.6% | +957.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling