+111.2%
AMD vs IOVA
+233.9%
-122.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.5% | +14.2% | +14.7% |
| 7D | +6.5% | -8.5% | +15.0% | +7.9% |
| 30D | -15.3% | -44.7% | +29.5% | -10.6% |
| 3M | +9.7% | +26.2% | -16.5% | +5.3% |
| 6M | +13.2% | +123.2% | -110.0% | -0.3% |
| YTD | +140.6% | +196.0% | -55.4% | +95.3% |
| 1Y | +111.2% | +240.9% | -129.8% | +70.3% |
| All | +111.2% | +233.9% | -122.7% | +70.3% |
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