+289.7%
BNY vs IOVA
+36.1%
+253.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.5% | +0.2% |
| 7D | -1.1% | -6.4% | +5.4% | -0.8% |
| 30D | +1.4% | +25.4% | -24.0% | +0.4% |
| 3M | +16.8% | +115.3% | -98.5% | +12.5% |
| 6M | +42.0% | +56.5% | -14.5% | +38.0% |
| YTD | +41.9% | +198.2% | -156.3% | +33.9% |
| 1Y | +59.2% | +242.0% | -182.8% | +48.8% |
| All | +289.7% | +36.1% | +253.6% | +246.6% |
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