+130.4%
AMDL vs IOVA
+233.9%
-103.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.8% | +2.9% |
| 7D | +5.4% | -8.5% | +13.9% | +9.3% |
| 30D | -36.6% | -44.7% | +8.1% | -28.1% |
| 3M | -1.0% | +26.2% | -27.2% | -7.2% |
| 6M | -12.1% | +123.2% | -135.3% | -30.7% |
| YTD | +215.1% | +196.0% | +19.1% | +114.0% |
| 1Y | +130.4% | +240.9% | -110.6% | +54.4% |
| All | +130.4% | +233.9% | -103.5% | +54.4% |
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