+389.6%
BE vs IOVA
+254.2%
+135.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.6% |
| 7D | +23.9% | -2.2% | +26.1% | +24.2% |
| 30D | +27.8% | +31.7% | -3.9% | +24.4% |
| 3M | +3.7% | +117.3% | -113.5% | -4.3% |
| 6M | +78.0% | +55.8% | +22.1% | +63.1% |
| YTD | +209.9% | +208.8% | +1.1% | +180.2% |
| 1Y | +389.6% | +255.7% | +133.9% | +367.3% |
| All | +389.6% | +254.2% | +135.4% | +367.3% |
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