+295.8%
AMD vs IOVA
-66.8%
+362.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.7% | +11.5% | +6.5% |
| 7D | +44.7% | -1.4% | +46.2% | +45.0% |
| 30D | -3.3% | -47.4% | +44.0% | +2.7% |
| 3M | +21.2% | +13.2% | +8.0% | +17.7% |
| 6M | +30.6% | +114.3% | -83.8% | +16.5% |
| YTD | +173.3% | +179.5% | -6.2% | +133.9% |
| 1Y | +126.1% | +200.4% | -74.3% | +91.5% |
| 3Y | +393.5% | +92.2% | +301.4% | +280.7% |
| 5Y | +295.8% | -63.8% | +359.6% | +281.2% |
| All | +295.8% | -66.8% | +362.6% | +281.2% |
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 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