+1,616.9%
BE vs IOVA
+85.3%
+1,531.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.9% | -0.5% | +2.9% |
| 7D | -14.7% | -5.2% | -9.5% | -13.9% |
| 30D | -40.5% | -37.8% | -2.8% | -37.3% |
| 3M | -24.3% | +29.5% | -53.8% | -27.4% |
| 6M | -39.3% | +96.6% | -135.9% | -45.4% |
| YTD | +99.4% | +194.5% | -95.1% | +68.4% |
| 1Y | +26.6% | +248.1% | -221.5% | +4.5% |
| 3Y | +1,616.9% | +86.1% | +1,530.8% | +1,075.1% |
| All | +1,616.9% | +85.3% | +1,531.7% | +1,075.1% |
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 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