-30.4%
CEG vs IOVA
+232.2%
-262.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.9% | +0.4% | +4.2% |
| 7D | -4.7% | -5.2% | +0.5% | -4.6% |
| 30D | -16.6% | -37.8% | +21.2% | -16.1% |
| 3M | -4.1% | +29.5% | -33.6% | -6.8% |
| 6M | -22.3% | +96.6% | -118.9% | -26.4% |
| YTD | -28.9% | +194.5% | -223.4% | -32.2% |
| All | -30.4% | +232.2% | -262.6% | -32.8% |
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