+337.5%
AMD vs IOVA
-64.9%
+402.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.6% |
| 7D | +2.6% | +9.7% | -7.2% | +1.6% |
| 30D | -0.9% | +102.5% | -103.5% | -9.1% |
| 3M | -8.7% | +100.7% | -109.4% | -16.5% |
| 6M | +136.3% | +106.3% | +30.0% | +113.0% |
| YTD | +123.0% | +222.0% | -99.0% | +90.6% |
| 1Y | +195.2% | +299.5% | -104.4% | +143.2% |
| 3Y | +336.3% | +42.9% | +293.4% | +256.4% |
| All | +337.5% | -64.9% | +402.4% | +307.0% |
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