+3,040.3%
AMZN vs IOVA
-91.6%
+3,131.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.2% |
| 7D | -3.0% | +9.7% | -12.7% | -3.2% |
| 30D | -5.2% | +102.5% | -107.7% | -7.1% |
| 3M | +1.9% | +100.7% | -98.8% | -0.3% |
| 6M | +19.2% | +106.3% | -87.1% | +16.3% |
| YTD | +12.0% | +222.0% | -210.0% | +7.9% |
| 1Y | +9.7% | +299.5% | -289.9% | +4.8% |
| 3Y | +87.2% | +42.9% | +44.2% | +79.5% |
| 5Y | +48.7% | -65.0% | +113.6% | +44.8% |
| 10Y | +569.3% | +10.3% | +559.0% | +534.7% |
| All | +3,040.3% | -91.6% | +3,131.9% | +2,777.7% |
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