+33.8%
DIS vs IOVA
+44.8%
-11.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.8% |
| 7D | -2.6% | +9.7% | -12.3% | -3.0% |
| 30D | +3.5% | +102.5% | -99.0% | -0.1% |
| 3M | +6.8% | +100.7% | -93.9% | +2.8% |
| 6M | +3.0% | +106.3% | -103.4% | -1.4% |
| YTD | -6.7% | +222.0% | -228.7% | -12.8% |
| 1Y | -10.1% | +299.5% | -309.6% | -17.1% |
| All | +33.8% | +44.8% | -11.0% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling