+140.1%
AMT vs IOVA
-0.9%
+141.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.4% | 0.0% |
| 7D | -2.2% | -1.4% | -0.7% | -2.1% |
| 30D | +5.8% | -47.4% | +53.2% | +8.3% |
| 3M | +12.6% | +13.2% | -0.6% | +10.6% |
| 6M | +8.3% | +114.3% | -106.0% | +2.4% |
| YTD | +11.4% | +179.5% | -168.1% | +3.1% |
| 1Y | +7.7% | +200.4% | -192.7% | -0.9% |
| 3Y | +14.8% | +92.2% | -77.4% | +1.4% |
| 5Y | -18.0% | -63.8% | +45.8% | -23.3% |
| All | +140.1% | -0.9% | +141.0% | +118.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling