+218.3%
C vs IOVA
+7.2%
+211.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -0.4% | -7.0% | +6.6% | +0.1% |
| 30D | -5.3% | -44.4% | +39.1% | -1.9% |
| 3M | -8.0% | +24.7% | -32.7% | -11.4% |
| 6M | -0.3% | +118.6% | -118.9% | -9.6% |
| YTD | +8.6% | +196.3% | -187.7% | -5.6% |
| 1Y | +25.8% | +205.3% | -179.5% | +8.7% |
| 3Y | +221.2% | +103.8% | +117.4% | +162.3% |
| 5Y | +113.6% | -65.6% | +179.1% | +93.8% |
| 10Y | +218.3% | +6.4% | +211.9% | +150.6% |
| All | +218.3% | +7.2% | +211.2% | +150.6% |
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 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