+564.1%
AMZN vs IOVA
+4.5%
+559.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.5% |
| 7D | -1.0% | -2.2% | +1.2% | -0.8% |
| 30D | -9.2% | +31.7% | -41.0% | -11.6% |
| 3M | +3.4% | +117.3% | -113.9% | -5.1% |
| 6M | +18.2% | +55.8% | -37.6% | +11.1% |
| YTD | +9.3% | +208.8% | -199.4% | -4.3% |
| 1Y | +5.9% | +255.7% | -249.8% | -9.4% |
| 3Y | +82.6% | +41.7% | +40.9% | +54.5% |
| 5Y | +44.9% | -64.9% | +109.8% | +32.9% |
| 10Y | +564.1% | +6.3% | +557.8% | +428.8% |
| All | +564.1% | +4.5% | +559.6% | +428.8% |
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