+43.3%
AMAT vs IOVA
+255.8%
-212.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.9% | +0.3% | +4.0% |
| 7D | -14.7% | -5.2% | -9.5% | -14.4% |
| 30D | -36.1% | -37.8% | +1.7% | -35.1% |
| 3M | -36.9% | +29.5% | -66.3% | -37.2% |
| 6M | -22.2% | +96.6% | -118.8% | -23.8% |
| YTD | +29.9% | +194.5% | -164.6% | +27.3% |
| 1Y | +43.3% | +248.1% | -204.8% | +42.6% |
| All | +43.3% | +255.8% | -212.5% | +42.6% |
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 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