+88.9%
AMD vs IOVA
+255.8%
-166.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.9% | +7.2% | +10.5% |
| 7D | -11.0% | -5.2% | -5.9% | -10.2% |
| 30D | -30.5% | -37.8% | +7.3% | -27.4% |
| 3M | -8.2% | +29.5% | -37.7% | -12.2% |
| 6M | +6.6% | +96.6% | -90.0% | -4.5% |
| YTD | +109.7% | +194.5% | -84.8% | +69.7% |
| 1Y | +88.9% | +248.1% | -159.1% | +50.8% |
| All | +88.9% | +255.8% | -166.8% | +50.8% |
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