+994.5%
CNC vs IOVA
-91.6%
+1,086.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.5% | -1.5% |
| 7D | +3.5% | +9.7% | -6.2% | +3.4% |
| 30D | +0.1% | +102.5% | -102.5% | -1.0% |
| 3M | +6.9% | +100.7% | -93.8% | +5.7% |
| 6M | +49.0% | +106.3% | -57.3% | +47.1% |
| YTD | +62.9% | +222.0% | -159.1% | +59.7% |
| 1Y | +134.0% | +299.5% | -165.5% | +128.4% |
| 3Y | +9.4% | +42.9% | -33.5% | +7.1% |
| 5Y | +4.1% | -65.0% | +69.1% | +2.6% |
| 10Y | +95.4% | +10.3% | +85.1% | +90.5% |
| All | +994.5% | -91.6% | +1,086.2% | +1,019.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling