+3.4%
BAX vs IOVA
+250.8%
-247.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.7% |
| 7D | -2.4% | +5.1% | -7.5% | -2.5% |
| 30D | -9.7% | +37.2% | -47.0% | -10.4% |
| 3M | +29.3% | +117.5% | -88.2% | +26.3% |
| 6M | +40.7% | +69.6% | -28.9% | +37.1% |
| YTD | +30.3% | +218.7% | -188.4% | +24.7% |
| 1Y | +3.4% | +265.5% | -262.2% | +0.2% |
| All | +3.4% | +250.8% | -247.4% | +0.2% |
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