+15.9%
D vs IOVA
+207.9%
-192.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.3% |
| 7D | -1.4% | -3.5% | +2.1% | -1.4% |
| 30D | +7.7% | -45.4% | +53.1% | +6.8% |
| 3M | -0.3% | +19.0% | -19.3% | -0.1% |
| 6M | +10.1% | +112.0% | -102.0% | +11.1% |
| YTD | +19.1% | +184.2% | -165.2% | +21.7% |
| 1Y | +15.9% | +222.0% | -206.1% | +17.9% |
| All | +15.9% | +207.9% | -192.0% | +17.9% |
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