-0.6%
BBY vs IOVA
-65.3%
+64.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.3% |
| 7D | +1.2% | -2.2% | +3.4% | +1.3% |
| 30D | +6.8% | +31.7% | -24.9% | +5.0% |
| 3M | +18.7% | +117.3% | -98.5% | +12.5% |
| 6M | +37.3% | +55.8% | -18.5% | +32.1% |
| YTD | +35.3% | +208.8% | -173.5% | +23.5% |
| 1Y | +20.7% | +255.7% | -235.0% | +8.2% |
| 3Y | +39.4% | +41.7% | -2.2% | +24.6% |
| All | -0.6% | -65.3% | +64.7% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling