+67.5%
BHP vs IOVA
+259.8%
-192.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.7% | -5.9% | -0.5% |
| 7D | -3.6% | -2.2% | -1.5% | -3.5% |
| 30D | -1.2% | +27.6% | -28.8% | -2.3% |
| 3M | +1.2% | +117.2% | -116.0% | -2.7% |
| 6M | +21.4% | +77.7% | -56.3% | +17.2% |
| YTD | +50.4% | +215.0% | -164.6% | +41.0% |
| 1Y | +67.5% | +255.4% | -187.9% | +56.2% |
| All | +67.5% | +259.8% | -192.3% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling