+7.2%
CNC vs IOVA
-65.3%
+72.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -4.9% | -2.2% | -2.7% | -4.8% |
| 30D | -3.8% | +31.7% | -35.5% | -4.8% |
| 3M | -3.2% | +117.3% | -120.5% | -6.6% |
| 6M | +47.9% | +55.8% | -7.9% | +44.3% |
| YTD | +55.7% | +208.8% | -153.1% | +47.2% |
| 1Y | +106.2% | +255.7% | -149.5% | +93.0% |
| 3Y | -2.1% | +41.7% | -43.7% | -7.9% |
| All | +7.2% | -65.3% | +72.5% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling