+246.7%
CB vs IOVA
+12.2%
+234.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.6% |
| 7D | +0.7% | -8.5% | +9.2% | +0.9% |
| 30D | +8.2% | -44.7% | +52.9% | +9.3% |
| 3M | +6.3% | +26.2% | -20.0% | +5.0% |
| 6M | +16.2% | +123.2% | -107.0% | +12.6% |
| YTD | +19.3% | +196.0% | -176.6% | +14.0% |
| 1Y | +29.2% | +240.9% | -211.7% | +22.8% |
| 3Y | +71.4% | +103.5% | -32.1% | +58.8% |
| 5Y | +104.2% | -65.5% | +169.7% | +98.1% |
| 10Y | +246.7% | +7.0% | +239.6% | +227.7% |
| All | +246.7% | +12.2% | +234.4% | +227.7% |
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