+109.1%
AMDL vs IOVA
+362.8%
-253.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | -30.7% | -41.3% | +10.5% | -25.5% |
| 30D | -43.8% | -38.5% | -5.3% | -39.9% |
| 3M | -24.5% | +99.5% | -124.1% | -34.4% |
| 6M | +44.7% | +126.0% | -81.3% | +22.9% |
| YTD | +204.0% | +218.7% | -14.7% | +137.8% |
| 1Y | +109.1% | +378.0% | -269.0% | +77.9% |
| All | +109.1% | +362.8% | -253.7% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling