+176.4%
CNC vs IOVA
+0.8%
+175.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +1.3% |
| 7D | +2.2% | -3.5% | +5.7% | +2.4% |
| 30D | +1.6% | -45.4% | +47.0% | +4.1% |
| 3M | +7.9% | +19.0% | -11.1% | +5.6% |
| 6M | +21.2% | +112.0% | -90.8% | +13.7% |
| YTD | +73.2% | +184.2% | -111.1% | +58.2% |
| 1Y | +97.5% | +222.0% | -124.5% | +78.7% |
| 3Y | -1.2% | +92.6% | -93.8% | -13.2% |
| 5Y | -6.1% | -63.2% | +57.1% | -12.1% |
| All | +176.4% | +0.8% | +175.6% | +129.3% |
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