+277.4%
EMR vs IOVA
+4.5%
+272.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.0% |
| 7D | +0.9% | -2.2% | +3.1% | +1.1% |
| 30D | -5.0% | +31.7% | -36.7% | -7.0% |
| 3M | +5.9% | +117.3% | -111.3% | -1.3% |
| 6M | +7.3% | +55.8% | -48.5% | +2.0% |
| YTD | +14.6% | +208.8% | -194.2% | +2.6% |
| 1Y | +15.6% | +255.7% | -240.1% | +1.6% |
| 3Y | +60.2% | +41.7% | +18.5% | +40.0% |
| 5Y | +65.8% | -64.9% | +130.7% | +53.9% |
| 10Y | +277.4% | +6.3% | +271.1% | +203.9% |
| All | +277.4% | +4.5% | +272.9% | +203.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling