+22.1%
BDX vs IOVA
+244.9%
-222.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.6% | -1.8% |
| 7D | -5.4% | -6.4% | +1.0% | -5.2% |
| 30D | -2.2% | +25.4% | -27.6% | -3.1% |
| 3M | +20.1% | +115.3% | -95.3% | +16.6% |
| 6M | +9.1% | +56.5% | -47.5% | +6.5% |
| YTD | +17.9% | +198.2% | -180.3% | +12.4% |
| 1Y | +22.1% | +242.0% | -219.9% | +17.1% |
| All | +22.1% | +244.9% | -222.8% | +17.1% |
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