+23.8%
CDW vs IOVA
+235.7%
-211.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +2.6% | -7.0% | +9.6% | +2.5% |
| 30D | +20.4% | -44.4% | +64.8% | +19.5% |
| 3M | +28.5% | +24.7% | +3.8% | +29.2% |
| 6M | +70.6% | +118.6% | -48.0% | +73.2% |
| YTD | +29.1% | +196.3% | -167.2% | +32.6% |
| 1Y | +23.8% | +205.3% | -181.5% | +27.8% |
| All | +23.8% | +235.7% | -211.9% | +27.8% |
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