+25.9%
BDX vs IOVA
+299.5%
-273.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.6% | -1.6% |
| 7D | -2.5% | +9.7% | -12.3% | -2.8% |
| 30D | +8.3% | +102.5% | -94.3% | +5.4% |
| 3M | +24.4% | +100.7% | -76.3% | +20.8% |
| 6M | +9.2% | +106.3% | -97.2% | +5.8% |
| YTD | +22.7% | +222.0% | -199.3% | +16.7% |
| 1Y | +25.9% | +299.5% | -273.7% | +18.3% |
| All | +25.9% | +299.5% | -273.7% | +18.3% |
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