+337.6%
EOG vs IOVA
-92.3%
+429.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.1% |
| 7D | -2.4% | -8.5% | +6.1% | -2.2% |
| 30D | +2.9% | -44.7% | +47.7% | +4.0% |
| 3M | +7.2% | +26.2% | -19.0% | +6.2% |
| 6M | +18.2% | +123.2% | -105.0% | +15.1% |
| YTD | +48.9% | +196.0% | -147.1% | +43.4% |
| 1Y | +46.7% | +240.9% | -194.2% | +40.7% |
| 3Y | +37.4% | +103.5% | -66.1% | +30.6% |
| 5Y | +103.9% | -65.5% | +169.4% | +98.0% |
| 10Y | +127.0% | +7.0% | +120.0% | +114.2% |
| All | +337.6% | -92.3% | +429.9% | +268.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling