-8.3%
BN vs IOVA
+235.7%
-244.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -2.4% | -7.0% | +4.6% | -2.3% |
| 30D | +13.5% | -44.4% | +58.0% | +14.4% |
| 3M | -5.9% | +24.7% | -30.6% | -7.7% |
| 6M | -8.9% | +118.6% | -127.6% | -13.5% |
| YTD | -7.9% | +196.3% | -204.2% | -13.2% |
| 1Y | -8.3% | +205.3% | -213.6% | -13.3% |
| All | -8.3% | +235.7% | -244.0% | -13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling