+349.5%
EOG vs IOVA
-92.7%
+442.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.7% | +6.9% | +1.3% |
| 7D | +7.4% | -1.4% | +8.8% | +7.4% |
| 30D | +2.3% | -47.4% | +49.7% | +3.5% |
| 3M | +9.5% | +13.2% | -3.8% | +8.6% |
| 6M | +17.7% | +114.3% | -96.7% | +14.7% |
| YTD | +52.9% | +179.5% | -126.6% | +47.5% |
| 1Y | +47.7% | +200.4% | -152.7% | +42.1% |
| 3Y | +41.1% | +92.2% | -51.1% | +34.3% |
| 5Y | +108.2% | -63.8% | +172.0% | +102.0% |
| 10Y | +136.3% | +0.4% | +135.9% | +123.3% |
| All | +349.5% | -92.7% | +442.2% | +279.2% |
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