+1,580.2%
BE vs IOVA
+49.0%
+1,531.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.3% | +7.2% |
| 7D | +20.0% | +9.7% | +10.2% | +18.7% |
| 30D | +7.9% | +102.5% | -94.6% | -2.0% |
| 3M | -13.2% | +100.7% | -113.9% | -21.2% |
| 6M | +53.5% | +106.3% | -52.9% | +37.2% |
| YTD | +191.0% | +222.0% | -31.0% | +145.8% |
| 1Y | +360.5% | +299.5% | +61.0% | +275.4% |
| All | +1,580.2% | +49.0% | +1,531.2% | +1,071.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling