+42.7%
AMGN vs IOVA
+189.0%
-146.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.5% | 0.0% |
| 7D | +1.5% | -1.4% | +2.9% | +1.5% |
| 30D | +13.1% | -47.4% | +60.5% | +15.3% |
| 3M | +12.9% | +13.2% | -0.3% | +10.5% |
| 6M | +40.8% | +114.3% | -73.6% | +31.6% |
| YTD | +45.6% | +179.5% | -133.9% | +32.1% |
| 1Y | +42.7% | +200.4% | -157.7% | +29.1% |
| All | +42.7% | +189.0% | -146.3% | +29.1% |
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