+381.4%
EAT vs IOVA
+4.5%
+377.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.9% |
| 7D | -6.8% | -2.2% | -4.6% | -6.5% |
| 30D | -5.4% | +31.7% | -37.1% | -8.8% |
| 3M | +42.8% | +117.3% | -74.5% | +27.2% |
| 6M | +56.5% | +55.8% | +0.7% | +43.4% |
| YTD | +50.0% | +208.8% | -158.8% | +23.6% |
| 1Y | +38.3% | +255.7% | -217.4% | +10.0% |
| 3Y | +591.6% | +41.7% | +550.0% | +440.8% |
| 5Y | +312.6% | -64.9% | +377.5% | +267.4% |
| 10Y | +381.4% | +6.3% | +375.1% | +284.3% |
| All | +381.4% | +4.5% | +377.0% | +284.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling