+275.1%
BLK vs IOVA
+9.7%
+265.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.0% | +1.2% |
| 7D | -3.3% | -2.2% | -1.1% | -3.1% |
| 30D | -6.5% | +27.6% | -34.1% | -8.7% |
| 3M | +6.7% | +117.2% | -110.4% | -1.4% |
| 6M | +14.7% | +77.7% | -63.0% | +7.0% |
| YTD | +2.5% | +215.0% | -212.5% | -10.1% |
| 1Y | -2.8% | +255.4% | -258.1% | -16.4% |
| 3Y | +65.9% | +42.6% | +23.2% | +41.1% |
| 5Y | +33.0% | -62.2% | +95.2% | +21.0% |
| All | +275.1% | +9.7% | +265.4% | +208.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling