+781.5%
CDE vs IOVA
+36.1%
+745.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.8% |
| 7D | -6.1% | -6.4% | +0.4% | -5.4% |
| 30D | +9.5% | +25.4% | -16.0% | +7.0% |
| 3M | +32.0% | +115.3% | -83.4% | +20.1% |
| 6M | -12.8% | +56.5% | -69.3% | -18.4% |
| YTD | +14.2% | +198.2% | -184.0% | -1.7% |
| 1Y | +36.3% | +242.0% | -205.7% | +14.6% |
| All | +781.5% | +36.1% | +745.4% | +600.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling