+150.0%
EBAY vs IOVA
+41.0%
+109.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | -3.0% | -2.2% | -0.8% | -2.9% |
| 30D | -3.6% | +31.7% | -35.3% | -5.0% |
| 3M | -4.4% | +117.3% | -121.7% | -8.8% |
| 6M | +12.1% | +55.8% | -43.8% | +8.4% |
| YTD | +19.9% | +208.8% | -188.9% | +11.1% |
| 1Y | +13.4% | +255.7% | -242.3% | +3.7% |
| All | +150.0% | +41.0% | +109.1% | +113.7% |
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