+55.3%
BE vs IOVA
+362.8%
-307.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -4.9% | -6.2% |
| 7D | -12.1% | -41.3% | +29.1% | -7.2% |
| 30D | -30.1% | -38.5% | +8.4% | -26.6% |
| 3M | -12.1% | +99.5% | -111.7% | -19.2% |
| 6M | -30.6% | +126.0% | -156.5% | -36.7% |
| YTD | +130.6% | +218.7% | -88.0% | +105.6% |
| 1Y | +55.3% | +378.0% | -322.7% | +35.9% |
| All | +55.3% | +362.8% | -307.5% | +35.9% |
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 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