+391.6%
EBAY vs IOVA
+0.8%
+390.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | -0.9% | -3.5% | +2.6% | -0.6% |
| 30D | +3.5% | -45.4% | +48.8% | +6.8% |
| 3M | +16.0% | +19.0% | -3.0% | +12.6% |
| 6M | +7.6% | +112.0% | -104.4% | -1.1% |
| YTD | +40.1% | +184.2% | -144.1% | +24.4% |
| 1Y | +45.0% | +222.0% | -176.9% | +27.2% |
| 3Y | +228.1% | +92.6% | +135.6% | +175.8% |
| 5Y | +78.6% | -63.2% | +141.8% | +62.6% |
| All | +391.6% | +0.8% | +390.9% | +285.1% |
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