+14.8%
CNH vs IOVA
+362.8%
-348.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.2% |
| 7D | +6.5% | -41.3% | +47.7% | +6.3% |
| 30D | -12.0% | -38.5% | +26.6% | -12.1% |
| 3M | +4.4% | +99.5% | -95.2% | +2.6% |
| 6M | +15.7% | +126.0% | -110.3% | +13.5% |
| YTD | +28.2% | +218.7% | -190.4% | +27.4% |
| 1Y | +14.8% | +378.0% | -363.2% | +14.4% |
| All | +14.8% | +362.8% | -348.0% | +14.4% |
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