+76.3%
CL vs IOVA
+28.7%
+47.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.4% |
| 7D | +0.5% | +1.9% | -1.3% | +0.5% |
| 30D | +11.6% | -44.1% | +55.7% | +12.5% |
| 3M | +5.6% | +28.9% | -23.3% | +4.5% |
| 6M | +13.2% | +125.7% | -112.5% | +10.3% |
| YTD | +26.9% | +199.3% | -172.4% | +22.6% |
| 1Y | +27.3% | +255.2% | -227.9% | +22.4% |
| 3Y | +39.7% | +106.8% | -67.1% | +32.5% |
| 5Y | +41.3% | -67.1% | +108.4% | +38.1% |
| 10Y | +76.3% | +16.7% | +59.6% | +69.7% |
| All | +76.3% | +28.7% | +47.6% | +69.7% |
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