+65.9%
BLK vs IOVA
+43.8%
+22.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.0% | +1.3% |
| 7D | -3.3% | -2.2% | -1.1% | -3.2% |
| 30D | -6.5% | +27.6% | -34.1% | -7.9% |
| 3M | +6.7% | +117.2% | -110.4% | +1.4% |
| 6M | +14.7% | +77.7% | -63.0% | +9.6% |
| YTD | +2.5% | +215.0% | -212.5% | -5.9% |
| 1Y | -2.8% | +255.4% | -258.1% | -11.9% |
| 3Y | +65.9% | +42.6% | +23.2% | +42.5% |
| All | +65.9% | +43.8% | +22.0% | +42.5% |
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