+241.5%
AMD vs IOVA
-67.3%
+308.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.6% | +11.6% | +13.1% |
| 7D | +8.9% | +1.9% | +7.1% | +9.0% |
| 30D | -16.4% | -44.1% | +27.8% | -11.7% |
| 3M | +5.2% | +28.9% | -23.6% | +0.8% |
| 6M | +11.7% | +125.7% | -114.0% | -0.9% |
| YTD | +137.5% | +199.3% | -61.8% | +101.8% |
| 1Y | +117.8% | +255.2% | -137.4% | +81.0% |
| 3Y | +348.1% | +106.8% | +241.3% | +242.8% |
| 5Y | +241.5% | -67.1% | +308.6% | +238.4% |
| All | +241.5% | -67.3% | +308.8% | +238.4% |
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