+1,160.5%
EBAY vs IOVA
-92.7%
+1,253.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.7% | +3.6% | -2.0% |
| 7D | -2.6% | -1.4% | -1.2% | -2.6% |
| 30D | +3.2% | -47.4% | +50.6% | +4.1% |
| 3M | +17.8% | +13.2% | +4.6% | +17.1% |
| 6M | +9.5% | +114.3% | -104.9% | +7.2% |
| YTD | +39.2% | +179.5% | -140.3% | +35.3% |
| 1Y | +38.6% | +200.4% | -161.8% | +34.5% |
| 3Y | +216.8% | +92.2% | +124.7% | +205.4% |
| 5Y | +77.5% | -63.8% | +141.3% | +73.4% |
| 10Y | +375.7% | +0.4% | +375.3% | +358.2% |
| All | +1,160.5% | -92.7% | +1,253.2% | +1,102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling