+110.5%
CNC vs IOVA
+362.8%
-252.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.5% | +14.1% | +12.6% |
| 7D | +13.4% | -41.3% | +54.6% | +13.1% |
| 30D | +18.2% | -38.5% | +56.7% | +17.9% |
| 3M | +18.6% | +99.5% | -80.9% | +18.5% |
| 6M | +41.9% | +126.0% | -84.1% | +41.2% |
| YTD | +84.7% | +218.7% | -134.0% | +86.5% |
| 1Y | +110.5% | +378.0% | -267.5% | +103.8% |
| All | +110.5% | +362.8% | -252.3% | +103.8% |
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