+1,184.7%
CIEN vs IOVA
+12.2%
+1,172.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.1% |
| 7D | -9.3% | -8.5% | -0.8% | -8.3% |
| 30D | -39.5% | -44.7% | +5.2% | -36.0% |
| 3M | -29.8% | +26.2% | -56.1% | -32.5% |
| 6M | -50.4% | +123.2% | -173.6% | -56.0% |
| YTD | +16.3% | +196.0% | -179.6% | -1.6% |
| 1Y | +30.4% | +240.9% | -210.6% | +8.2% |
| 3Y | +516.6% | +103.5% | +413.1% | +388.4% |
| 5Y | +349.8% | -65.5% | +415.2% | +302.9% |
| 10Y | +1,184.7% | +7.0% | +1,177.7% | +814.7% |
| All | +1,184.7% | +12.2% | +1,172.5% | +814.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling