+281.7%
EMR vs IOVA
+7.0%
+274.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | +0.7% | -8.5% | +9.2% | +1.3% |
| 30D | +3.5% | -44.7% | +48.3% | +6.8% |
| 3M | +5.9% | +26.2% | -20.3% | +2.6% |
| 6M | +19.4% | +123.2% | -103.8% | +9.5% |
| YTD | +27.7% | +196.0% | -168.3% | +13.5% |
| 1Y | +30.9% | +240.9% | -210.0% | +14.8% |
| 3Y | +104.2% | +103.5% | +0.7% | +72.6% |
| 5Y | +89.6% | -65.5% | +155.1% | +74.4% |
| All | +281.7% | +7.0% | +274.7% | +206.6% |
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