-98.9%
AMC vs IOVA
+9.5%
-108.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +4.2% |
| 7D | +2.3% | +9.7% | -7.4% | +1.3% |
| 30D | -0.7% | +102.5% | -103.3% | -9.4% |
| 3M | +35.2% | +100.7% | -65.5% | +22.0% |
| 6M | +124.6% | +106.3% | +18.2% | +99.8% |
| YTD | +69.9% | +222.0% | -152.1% | +41.5% |
| 1Y | -2.6% | +299.5% | -302.1% | -22.0% |
| 3Y | -79.8% | +42.9% | -122.7% | -83.6% |
| 5Y | -99.4% | -65.0% | -34.4% | -99.5% |
| All | -98.9% | +9.5% | -108.3% | -99.2% |
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