+261.6%
BN vs IOVA
+6.6%
+255.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.5% |
| 7D | -1.2% | +5.1% | -6.3% | -1.6% |
| 30D | -10.9% | +37.2% | -48.1% | -13.6% |
| 3M | -11.1% | +117.5% | -128.6% | -18.3% |
| 6M | -4.4% | +69.6% | -74.0% | -10.8% |
| YTD | -14.1% | +218.7% | -232.8% | -25.1% |
| 1Y | -11.1% | +265.5% | -276.6% | -24.1% |
| 3Y | +75.6% | +46.2% | +29.3% | +50.3% |
| 5Y | +35.8% | -63.2% | +99.0% | +23.5% |
| 10Y | +261.6% | +6.1% | +255.5% | +216.0% |
| All | +261.6% | +6.6% | +255.0% | +216.0% |
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