+7.0%
AMT vs IOVA
+49.0%
-42.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | -0.2% | +9.7% | -10.0% | -0.5% |
| 30D | +4.6% | +102.5% | -97.9% | +2.3% |
| 3M | -8.4% | +100.7% | -109.1% | -10.7% |
| 6M | -6.0% | +106.3% | -112.4% | -8.6% |
| YTD | +2.1% | +222.0% | -219.9% | -2.0% |
| 1Y | -6.4% | +299.5% | -305.9% | -11.0% |
| All | +7.0% | +49.0% | -42.0% | -7.6% |
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