+3,148.8%
AMZN vs IOVA
-92.7%
+3,241.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.7% | +6.2% | +0.6% |
| 7D | +2.8% | -1.4% | +4.2% | +2.8% |
| 30D | +3.4% | -47.4% | +50.8% | +4.9% |
| 3M | +0.1% | +13.2% | -13.1% | -0.7% |
| 6M | +0.6% | +114.3% | -113.7% | -2.1% |
| YTD | +15.9% | +179.5% | -163.6% | +11.6% |
| 1Y | +9.5% | +200.4% | -190.9% | +5.2% |
| 3Y | +86.3% | +92.2% | -5.9% | +77.3% |
| 5Y | +51.7% | -63.8% | +115.5% | +47.4% |
| 10Y | +623.8% | +0.4% | +623.4% | +586.3% |
| All | +3,148.8% | -92.7% | +3,241.5% | +2,877.3% |
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