+16.0%
AVTR vs IOVA
+254.2%
-238.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.3% |
| 7D | +1.6% | -2.2% | +3.8% | +1.7% |
| 30D | +8.4% | +31.7% | -23.3% | +6.8% |
| 3M | +50.2% | +117.3% | -67.1% | +42.8% |
| 6M | +82.6% | +55.8% | +26.8% | +77.9% |
| YTD | +29.8% | +208.8% | -178.9% | +15.6% |
| 1Y | +16.0% | +255.7% | -239.7% | +9.4% |
| All | +16.0% | +254.2% | -238.2% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling