+15.0%
CI vs IOVA
+235.7%
-220.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.3% | -7.0% | +5.7% | -1.2% |
| 30D | +6.4% | -44.4% | +50.8% | +6.7% |
| 3M | +10.7% | +24.7% | -14.0% | +9.7% |
| 6M | +5.5% | +118.6% | -113.2% | +4.1% |
| YTD | +11.4% | +196.3% | -185.0% | +11.6% |
| 1Y | +15.0% | +205.3% | -190.3% | +15.6% |
| All | +15.0% | +235.7% | -220.7% | +15.6% |
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 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