+35.8%
EQT vs IOVA
+36.1%
-0.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.7% |
| 7D | -1.2% | -6.4% | +5.3% | -1.0% |
| 30D | +1.1% | +25.4% | -24.3% | +0.3% |
| 3M | +4.8% | +115.3% | -110.5% | +1.6% |
| 6M | -10.6% | +56.5% | -67.1% | -12.6% |
| YTD | +3.4% | +198.2% | -194.7% | -1.8% |
| 1Y | +8.7% | +242.0% | -233.3% | +2.3% |
| All | +35.8% | +36.1% | -0.3% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling