+125.7%
EEM vs IOVA
+3.8%
+121.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.3% | -1.9% |
| 7D | -0.7% | -6.4% | +5.7% | -0.3% |
| 30D | +2.4% | +25.4% | -23.0% | +0.7% |
| 3M | +4.2% | +115.3% | -111.2% | -2.2% |
| 6M | +14.8% | +56.5% | -41.8% | +9.5% |
| YTD | +23.1% | +198.2% | -175.1% | +11.6% |
| 1Y | +32.5% | +242.0% | -209.5% | +18.1% |
| 3Y | +85.9% | +36.8% | +49.1% | +64.8% |
| 5Y | +43.6% | -64.3% | +107.8% | +34.0% |
| All | +125.7% | +3.8% | +121.9% | +103.7% |
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 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