+22.7%
C vs IOVA
+237.6%
-214.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.8% | +2.4% |
| 7D | -0.9% | +1.9% | -2.8% | -0.9% |
| 30D | -5.4% | -44.1% | +38.7% | -5.2% |
| 3M | -9.2% | +28.9% | -38.0% | -9.8% |
| 6M | -1.8% | +125.7% | -127.5% | -4.5% |
| YTD | +6.7% | +199.3% | -192.6% | +2.7% |
| All | +22.7% | +237.6% | -214.9% | +17.5% |
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