+58.5%
AMAT vs IOVA
+237.6%
-179.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.6% | +9.8% | +11.3% |
| 7D | -1.1% | +1.9% | -2.9% | -1.0% |
| 30D | -26.9% | -44.1% | +17.2% | -25.6% |
| 3M | -31.2% | +28.9% | -60.1% | -31.5% |
| 6M | -14.7% | +125.7% | -140.4% | -17.0% |
| YTD | +44.7% | +199.3% | -154.6% | +41.9% |
| All | +58.5% | +237.6% | -179.1% | +58.1% |
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 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