+247.2%
AMAT vs IOVA
-64.9%
+312.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +4.2% |
| 7D | -1.5% | +9.7% | -11.2% | -2.3% |
| 30D | -14.8% | +102.5% | -117.3% | -20.9% |
| 3M | -9.3% | +100.7% | -110.0% | -16.1% |
| 6M | +27.4% | +106.3% | -78.9% | +16.4% |
| YTD | +77.6% | +222.0% | -144.4% | +54.1% |
| 1Y | +188.9% | +299.5% | -110.6% | +142.5% |
| 3Y | +202.3% | +42.9% | +159.4% | +155.0% |
| All | +247.2% | -64.9% | +312.1% | +218.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling