+522.6%
CIEN vs IOVA
+90.0%
+432.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.0% | +10.5% |
| 7D | -5.3% | +1.9% | -7.1% | -5.3% |
| 30D | -40.1% | -44.1% | +4.0% | -37.1% |
| 3M | -34.7% | +28.9% | -63.6% | -36.9% |
| 6M | -50.9% | +125.7% | -176.6% | -55.7% |
| YTD | +15.2% | +199.3% | -184.1% | -0.8% |
| 1Y | +35.2% | +255.2% | -220.1% | +14.1% |
| 3Y | +522.6% | +106.8% | +415.7% | +360.6% |
| All | +522.6% | +90.0% | +432.6% | +360.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling