-27.1%
BIDU vs IOVA
+99.0%
-126.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | -4.6% | -3.5% | -1.1% | -4.3% |
| 30D | -4.5% | -45.4% | +40.8% | -1.1% |
| 3M | -25.4% | +19.0% | -44.4% | -27.5% |
| 6M | -48.1% | +112.0% | -160.1% | -52.6% |
| YTD | -40.2% | +184.2% | -224.4% | -47.6% |
| 1Y | -35.2% | +222.0% | -257.2% | -44.1% |
| 3Y | -27.1% | +92.6% | -119.7% | -38.5% |
| All | -27.1% | +99.0% | -126.1% | -38.5% |
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