+251.7%
BAC vs IOVA
+28.7%
+223.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.2% |
| 7D | +2.0% | +1.9% | +0.1% | +1.8% |
| 30D | -6.9% | -44.1% | +37.2% | -4.0% |
| 3M | -19.6% | +28.9% | -48.4% | -22.3% |
| 6M | -0.5% | +125.7% | -126.2% | -8.8% |
| YTD | -6.6% | +199.3% | -205.9% | -17.4% |
| 1Y | -3.0% | +255.2% | -258.2% | -15.6% |
| 3Y | +97.3% | +106.8% | -9.5% | +64.2% |
| 5Y | +21.9% | -67.1% | +88.9% | +12.3% |
| 10Y | +251.7% | +16.7% | +234.9% | +177.6% |
| All | +251.7% | +28.7% | +223.0% | +177.6% |
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