-4.9%
EQT vs IOVA
+362.8%
-367.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.2% |
| 7D | -6.6% | -41.3% | +34.7% | -6.0% |
| 30D | +2.7% | -38.5% | +41.3% | +3.3% |
| 3M | -0.2% | +99.5% | -99.7% | -2.1% |
| 6M | -10.6% | +126.0% | -136.5% | -13.0% |
| YTD | -1.2% | +218.7% | -219.8% | -6.8% |
| 1Y | -4.9% | +378.0% | -382.9% | -13.6% |
| All | -4.9% | +362.8% | -367.6% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling