+196.6%
AMD vs IOVA
-67.8%
+264.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -11.0% | -6.2% | -16.1% |
| 7D | -28.6% | -19.0% | -9.6% | -26.8% |
| 30D | -37.7% | -40.3% | +2.5% | -34.7% |
| 3M | -16.1% | +78.3% | -94.4% | -23.0% |
| 6M | +13.8% | +94.5% | -80.6% | +2.6% |
| YTD | +88.8% | +183.5% | -94.7% | +61.3% |
| 1Y | +57.8% | +327.6% | -269.9% | +27.8% |
| 3Y | +260.3% | +83.8% | +176.4% | +179.7% |
| 5Y | +196.6% | -69.0% | +265.7% | +202.7% |
| All | +196.6% | -67.8% | +264.4% | +202.7% |
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