+16.0%
D vs IOVA
+235.7%
-219.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -2.4% | -7.0% | +4.6% | -2.5% |
| 30D | +9.0% | -44.4% | +53.4% | +8.1% |
| 3M | +1.0% | +24.7% | -23.7% | +1.2% |
| 6M | +11.0% | +118.6% | -107.7% | +12.0% |
| YTD | +19.8% | +196.3% | -176.6% | +22.2% |
| 1Y | +16.0% | +205.3% | -189.3% | +19.0% |
| All | +16.0% | +235.7% | -219.7% | +19.0% |
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