-34.1%
CORZ vs IOVA
+237.6%
-271.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.6% | +6.5% | +7.9% |
| 7D | +1.7% | +1.9% | -0.2% | +1.8% |
| 30D | -17.5% | -44.1% | +26.7% | -11.7% |
| 3M | -39.5% | +28.9% | -68.3% | -42.2% |
| 6M | -44.5% | +125.7% | -170.2% | -51.6% |
| YTD | -12.6% | +199.3% | -211.9% | -29.0% |
| All | -34.1% | +237.6% | -271.7% | -46.4% |
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