+3,133.4%
AMZN vs IOVA
-92.3%
+3,225.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.7% |
| 7D | +0.1% | -7.0% | +7.1% | +0.2% |
| 30D | +2.6% | -44.4% | +47.0% | +3.9% |
| 3M | -2.2% | +24.7% | -26.9% | -3.2% |
| 6M | -1.0% | +118.6% | -119.7% | -3.8% |
| YTD | +15.3% | +196.3% | -181.0% | +10.9% |
| 1Y | +6.9% | +205.3% | -198.4% | +2.6% |
| 3Y | +85.4% | +103.8% | -18.4% | +76.2% |
| 5Y | +53.3% | -65.6% | +118.9% | +49.0% |
| 10Y | +620.3% | +6.4% | +613.9% | +582.0% |
| All | +3,133.4% | -92.3% | +3,225.7% | +2,858.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling