+57.1%
CVE vs IOVA
+237.6%
-180.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | -10.1% | +1.9% | -11.9% | -10.0% |
| 30D | -12.1% | -44.1% | +32.0% | -12.1% |
| 3M | -1.9% | +28.9% | -30.7% | -2.2% |
| 6M | -1.8% | +125.7% | -127.5% | -2.1% |
| YTD | +65.8% | +199.3% | -133.5% | +63.0% |
| All | +57.1% | +237.6% | -180.5% | +52.1% |
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