+281.9%
EMR vs IOVA
+7.8%
+274.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | +3.1% | +5.1% | -2.0% | +2.7% |
| 30D | -3.5% | +37.2% | -40.8% | -5.9% |
| 3M | +9.8% | +117.5% | -107.7% | +2.3% |
| 6M | +10.8% | +69.6% | -58.8% | +4.6% |
| YTD | +15.9% | +218.7% | -202.7% | +3.6% |
| 1Y | +16.4% | +265.5% | -249.1% | +2.1% |
| 3Y | +62.1% | +46.2% | +15.9% | +41.4% |
| 5Y | +62.9% | -63.2% | +126.2% | +50.6% |
| All | +281.9% | +7.8% | +274.1% | +206.9% |
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 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