+41.8%
BEN vs IOVA
-63.5%
+105.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | +4.7% | +5.1% | -0.4% | +4.3% |
| 30D | +2.6% | +37.2% | -34.6% | -0.3% |
| 3M | +11.5% | +117.5% | -106.0% | +2.9% |
| 6M | +35.3% | +69.6% | -34.3% | +26.8% |
| YTD | +48.6% | +218.7% | -170.0% | +30.5% |
| 1Y | +46.7% | +265.5% | -218.9% | +26.1% |
| 3Y | +57.0% | +46.2% | +10.8% | +33.6% |
| 5Y | +41.8% | -63.2% | +105.1% | +32.0% |
| All | +41.8% | -63.5% | +105.3% | +32.0% |
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