+28.4%
EL vs IOVA
+233.9%
-205.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +7.6% | -8.5% | +16.1% | +8.3% |
| 30D | +15.7% | -44.7% | +60.4% | +19.8% |
| 3M | +30.5% | +26.2% | +4.3% | +25.1% |
| 6M | +32.5% | +123.2% | -90.7% | +18.6% |
| YTD | +9.4% | +196.0% | -186.5% | -4.0% |
| 1Y | +28.4% | +240.9% | -212.6% | +10.3% |
| All | +28.4% | +233.9% | -205.5% | +10.3% |
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