+86.7%
AMZN vs IOVA
+107.4%
-20.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.7% |
| 7D | +0.1% | -7.0% | +7.1% | +0.4% |
| 30D | +2.6% | -44.4% | +47.0% | +5.4% |
| 3M | -2.2% | +24.7% | -26.9% | -4.1% |
| 6M | -1.0% | +118.6% | -119.7% | -6.9% |
| YTD | +15.3% | +196.3% | -181.0% | +5.7% |
| 1Y | +6.9% | +205.3% | -198.4% | -2.4% |
| All | +86.7% | +107.4% | -20.8% | +65.4% |
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