+53.3%
AMZN vs IOVA
-65.6%
+118.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.7% |
| 7D | +0.1% | -7.0% | +7.1% | +0.6% |
| 30D | +2.6% | -44.4% | +47.0% | +6.4% |
| 3M | -2.2% | +24.7% | -26.9% | -5.1% |
| 6M | -1.0% | +118.6% | -119.7% | -9.3% |
| YTD | +15.3% | +196.3% | -181.0% | +1.8% |
| 1Y | +6.9% | +205.3% | -198.4% | -6.1% |
| 3Y | +85.4% | +103.8% | -18.4% | +51.9% |
| 5Y | +53.3% | -65.6% | +118.9% | +41.5% |
| All | +53.3% | -65.6% | +118.9% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling