+28.1%
BA vs IOVA
+28.7%
-0.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -1.7% | +1.9% | -3.6% | -2.0% |
| 30D | -9.5% | -44.1% | +34.7% | -5.7% |
| 3M | -26.5% | +28.9% | -55.3% | -30.0% |
| 6M | -27.4% | +125.7% | -153.1% | -35.7% |
| YTD | -20.6% | +199.3% | -219.9% | -32.9% |
| 1Y | -11.4% | +255.2% | -266.6% | -26.8% |
| 3Y | -10.8% | +106.8% | -117.7% | -30.5% |
| 5Y | -21.9% | -67.1% | +45.1% | -30.0% |
| 10Y | +28.1% | +16.7% | +11.4% | +2.5% |
| All | +28.1% | +28.7% | -0.5% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling