+18.9%
COMP vs IOVA
+299.5%
-280.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | +1.4% | +9.7% | -8.4% | +0.6% |
| 30D | -13.3% | +102.5% | -115.9% | -19.6% |
| 3M | +41.1% | +100.7% | -59.6% | +29.8% |
| 6M | +17.2% | +106.3% | -89.2% | +6.6% |
| YTD | +5.2% | +222.0% | -216.8% | -9.2% |
| 1Y | +18.9% | +299.5% | -280.6% | +3.5% |
| All | +18.9% | +299.5% | -280.6% | +3.5% |
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