+65.3%
BEN vs IOVA
-91.6%
+156.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.5% |
| 7D | +0.2% | +9.7% | -9.5% | 0.0% |
| 30D | -0.5% | +102.5% | -103.1% | -2.4% |
| 3M | +9.7% | +100.7% | -91.0% | +7.6% |
| 6M | +33.9% | +106.3% | -72.4% | +30.9% |
| YTD | +49.0% | +222.0% | -173.0% | +43.9% |
| 1Y | +42.1% | +299.5% | -257.4% | +36.3% |
| 3Y | +51.9% | +42.9% | +8.9% | +46.4% |
| 5Y | +39.0% | -65.0% | +104.0% | +35.6% |
| 10Y | +57.9% | +10.3% | +47.6% | +50.6% |
| All | +65.3% | -91.6% | +156.9% | +50.7% |
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