+9.9%
CNP vs IOVA
+250.8%
-240.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.2% |
| 7D | +1.6% | +5.1% | -3.4% | +1.6% |
| 30D | -0.8% | +37.2% | -38.0% | -1.3% |
| 3M | -3.6% | +117.5% | -121.1% | -5.0% |
| 6M | -6.9% | +69.6% | -76.5% | -8.2% |
| YTD | +6.4% | +218.7% | -212.3% | +3.5% |
| 1Y | +9.9% | +265.5% | -255.6% | +7.1% |
| All | +9.9% | +250.8% | -240.9% | +7.1% |
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