-14.7%
AMRZ vs IOVA
+353.1%
-367.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.5% |
| 7D | -1.9% | +9.7% | -11.6% | -2.2% |
| 30D | -16.9% | +102.5% | -119.5% | -19.2% |
| 3M | -19.2% | +100.7% | -119.9% | -21.6% |
| 6M | -29.3% | +106.3% | -135.6% | -31.8% |
| YTD | -18.0% | +222.0% | -239.9% | -23.0% |
| 1Y | -15.1% | +299.5% | -314.6% | -21.4% |
| All | -14.7% | +353.1% | -367.8% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling