+95.2%
CNC vs IOVA
+9.7%
+85.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | +1.3% |
| 7D | -0.9% | -2.2% | +1.2% | -0.8% |
| 30D | -1.0% | +27.6% | -28.6% | -2.4% |
| 3M | +4.5% | +117.2% | -112.6% | -0.6% |
| 6M | +85.2% | +77.7% | +7.5% | +77.3% |
| YTD | +61.4% | +215.0% | -153.6% | +48.8% |
| 1Y | +94.9% | +255.4% | -160.5% | +77.4% |
| 3Y | 0.0% | +42.6% | -42.6% | -9.2% |
| 5Y | +11.2% | -62.2% | +73.4% | +5.3% |
| All | +95.2% | +9.7% | +85.5% | +88.7% |
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