+74.5%
BEN vs IOVA
-92.3%
+166.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +7.2% | -7.0% | +14.2% | +7.4% |
| 30D | +14.1% | -44.4% | +58.6% | +15.4% |
| 3M | +9.9% | +24.7% | -14.7% | +8.9% |
| 6M | +17.4% | +118.6% | -101.3% | +14.3% |
| YTD | +57.3% | +196.3% | -139.0% | +51.6% |
| 1Y | +66.9% | +205.3% | -138.3% | +60.7% |
| 3Y | +85.7% | +103.8% | -18.1% | +77.4% |
| 5Y | +31.2% | -65.6% | +96.8% | +27.6% |
| 10Y | +61.0% | +6.4% | +54.6% | +53.3% |
| All | +74.5% | -92.3% | +166.8% | +58.7% |
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