+14.5%
ELV vs IOVA
-64.1%
+78.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -2.2% | -2.2% | 0.0% | -2.1% |
| 30D | -0.2% | +31.7% | -31.9% | -1.0% |
| 3M | -6.1% | +117.3% | -123.4% | -8.4% |
| 6M | +42.8% | +55.8% | -13.0% | +40.4% |
| YTD | +14.4% | +208.8% | -194.4% | +9.6% |
| 1Y | +28.6% | +255.7% | -227.1% | +22.2% |
| 3Y | -7.4% | +41.7% | -49.1% | -12.1% |
| 5Y | +14.5% | -64.9% | +79.4% | +13.8% |
| All | +14.5% | -64.1% | +78.6% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling