+35.5%
EEM vs IOVA
+257.2%
-221.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | +2.0% | -2.2% | +4.2% | +2.1% |
| 30D | +5.1% | +31.7% | -26.6% | +4.0% |
| 3M | +4.6% | +117.3% | -112.7% | +1.1% |
| 6M | +17.8% | +55.8% | -38.1% | +14.9% |
| YTD | +25.8% | +208.8% | -183.0% | +19.3% |
| All | +35.5% | +257.2% | -221.7% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling