+13.2%
CDW vs IOVA
+255.8%
-242.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -0.9% |
| 7D | +2.1% | -5.2% | +7.3% | +2.1% |
| 30D | +14.7% | -37.8% | +52.5% | +14.1% |
| 3M | +11.1% | +29.5% | -18.4% | +11.8% |
| 6M | +45.6% | +96.6% | -51.0% | +47.7% |
| YTD | +17.1% | +194.5% | -177.4% | +20.3% |
| 1Y | +13.2% | +248.1% | -234.9% | +16.0% |
| All | +13.2% | +255.8% | -242.6% | +16.0% |
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