-50.4%
BIDU vs IOVA
+9.7%
-60.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.7% | -4.8% | +0.3% |
| 7D | -8.1% | -2.2% | -6.0% | -7.9% |
| 30D | -12.8% | +27.6% | -40.4% | -15.4% |
| 3M | -21.3% | +117.2% | -138.5% | -29.5% |
| 6M | -27.0% | +77.7% | -104.7% | -33.6% |
| YTD | -30.0% | +215.0% | -245.1% | -41.5% |
| 1Y | -18.3% | +255.4% | -273.6% | -33.3% |
| 3Y | -33.8% | +42.6% | -76.5% | -46.3% |
| 5Y | -44.3% | -62.2% | +17.9% | -50.6% |
| All | -50.4% | +9.7% | -60.1% | -59.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling