+35.1%
CLS vs IOVA
+250.8%
-215.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.7% | +5.7% |
| 7D | +12.8% | +5.1% | +7.7% | +12.6% |
| 30D | +3.8% | +37.2% | -33.4% | +3.1% |
| 3M | -14.6% | +117.5% | -132.1% | -17.0% |
| 6M | +32.2% | +69.6% | -37.3% | +30.4% |
| YTD | +11.6% | +218.7% | -207.1% | +1.2% |
| 1Y | +35.1% | +265.5% | -230.5% | +20.5% |
| All | +35.1% | +250.8% | -215.8% | +20.5% |
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