+286.5%
C vs IOVA
+6.6%
+279.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | +3.2% | +5.1% | -1.9% | +2.8% |
| 30D | +1.3% | +37.2% | -35.9% | -1.6% |
| 3M | +3.1% | +117.5% | -114.4% | -4.8% |
| 6M | +29.6% | +69.6% | -40.0% | +21.3% |
| YTD | +19.0% | +218.7% | -199.7% | +4.2% |
| 1Y | +45.6% | +265.5% | -219.9% | +24.9% |
| 3Y | +269.3% | +46.2% | +223.1% | +214.1% |
| 5Y | +131.6% | -63.2% | +194.8% | +111.7% |
| 10Y | +286.5% | +6.1% | +280.4% | +205.0% |
| All | +286.5% | +6.6% | +279.9% | +205.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling