+140.4%
CI vs IOVA
+6.6%
+133.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | -2.0% | +5.1% | -7.1% | -2.3% |
| 30D | -1.8% | +37.2% | -39.0% | -3.5% |
| 3M | -4.2% | +117.5% | -121.7% | -8.5% |
| 6M | +2.7% | +69.6% | -66.9% | -1.1% |
| YTD | +1.9% | +218.7% | -216.8% | -5.5% |
| 1Y | -6.3% | +265.5% | -271.8% | -14.1% |
| 3Y | +3.9% | +46.2% | -42.4% | -5.8% |
| 5Y | +41.9% | -63.2% | +105.1% | +35.6% |
| 10Y | +140.4% | +6.1% | +134.3% | +99.2% |
| All | +140.4% | +6.6% | +133.8% | +99.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling