+1,251.0%
BE vs IOVA
-63.5%
+1,314.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.7% | +9.8% |
| 7D | +29.8% | +5.1% | +24.7% | +28.7% |
| 30D | +26.4% | +37.2% | -10.8% | +19.5% |
| 3M | +9.3% | +117.5% | -108.2% | -6.3% |
| 6M | +105.1% | +69.6% | +35.5% | +81.6% |
| YTD | +219.0% | +218.7% | +0.4% | +149.9% |
| 1Y | +418.8% | +265.5% | +153.2% | +289.7% |
| 3Y | +1,784.6% | +46.2% | +1,738.3% | +1,264.7% |
| 5Y | +1,251.0% | -63.2% | +1,314.2% | +1,222.2% |
| All | +1,251.0% | -63.5% | +1,314.5% | +1,222.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling