+5,579.8%
AMD vs IOVA
-92.6%
+5,672.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -11.0% | -6.2% | -16.9% |
| 7D | -28.6% | -19.0% | -9.6% | -28.0% |
| 30D | -37.7% | -40.3% | +2.5% | -36.7% |
| 3M | -16.1% | +78.3% | -94.4% | -18.3% |
| 6M | +13.8% | +94.5% | -80.6% | +10.3% |
| YTD | +88.8% | +183.5% | -94.7% | +80.1% |
| 1Y | +57.8% | +327.6% | -269.9% | +48.0% |
| 3Y | +260.3% | +83.8% | +176.4% | +238.6% |
| 5Y | +196.6% | -69.0% | +265.7% | +187.6% |
| 10Y | +6,064.6% | +33.4% | +6,031.2% | +5,715.9% |
| All | +5,579.8% | -92.6% | +5,672.4% | +5,335.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling