+87.5%
BHP vs IOVA
+50.0%
+37.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +1.8% |
| 7D | +1.3% | +5.1% | -3.8% | +1.0% |
| 30D | +4.0% | +37.2% | -33.3% | +2.0% |
| 3M | +12.3% | +117.5% | -105.2% | +6.6% |
| 6M | +30.8% | +69.6% | -38.8% | +25.4% |
| YTD | +58.8% | +218.7% | -159.9% | +45.9% |
| 1Y | +76.8% | +265.5% | -188.7% | +60.3% |
| 3Y | +87.5% | +46.2% | +41.2% | +65.1% |
| All | +87.5% | +50.0% | +37.5% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling