+18.5%
D vs IOVA
+254.4%
-236.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.4% |
| 7D | +1.5% | +9.7% | -8.3% | +1.5% |
| 30D | -2.6% | +102.5% | -105.1% | -2.3% |
| 3M | 0.0% | +100.7% | -100.7% | +0.2% |
| 6M | +7.4% | +106.3% | -99.0% | +7.5% |
| YTD | +15.9% | +222.0% | -206.1% | +15.8% |
| All | +18.5% | +254.4% | -236.0% | +18.0% |
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