+911.5%
BE vs IOVA
-36.3%
+947.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.3% | +7.1% |
| 7D | +20.0% | +9.7% | +10.2% | +17.6% |
| 30D | +7.9% | +102.5% | -94.6% | -10.0% |
| 3M | -13.2% | +100.7% | -113.9% | -28.1% |
| 6M | +53.5% | +106.3% | -52.9% | +23.8% |
| YTD | +191.0% | +222.0% | -31.0% | +108.7% |
| 1Y | +360.5% | +299.5% | +61.0% | +205.3% |
| 3Y | +1,568.0% | +42.9% | +1,525.1% | +989.9% |
| 5Y | +1,055.2% | -65.0% | +1,120.2% | +879.8% |
| All | +911.5% | -36.3% | +947.8% | +591.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling