+24.3%
BMY vs IOVA
-64.1%
+88.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.3% |
| 7D | -4.8% | -2.2% | -2.6% | -4.7% |
| 30D | -0.7% | +31.7% | -32.4% | -2.3% |
| 3M | +15.3% | +117.3% | -101.9% | +9.6% |
| 6M | +8.5% | +55.8% | -47.3% | +4.5% |
| YTD | +23.4% | +208.8% | -185.3% | +13.9% |
| 1Y | +42.9% | +255.7% | -212.8% | +30.3% |
| 3Y | +22.0% | +41.7% | -19.7% | +11.0% |
| 5Y | +24.3% | -64.9% | +89.2% | +15.9% |
| All | +24.3% | -64.1% | +88.5% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling