+32.2%
CB vs IOVA
+362.8%
-330.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.0% |
| 7D | +5.3% | -41.3% | +46.5% | +4.3% |
| 30D | +13.2% | -38.5% | +51.7% | +12.3% |
| 3M | +7.8% | +99.5% | -91.8% | +9.0% |
| 6M | +15.8% | +126.0% | -110.2% | +17.9% |
| YTD | +21.0% | +218.7% | -197.7% | +23.9% |
| 1Y | +32.2% | +378.0% | -345.8% | +35.2% |
| All | +32.2% | +362.8% | -330.6% | +35.2% |
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