+195.6%
EQT vs IOVA
-64.2%
+259.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.7% |
| 7D | -1.2% | -6.4% | +5.3% | -0.9% |
| 30D | +1.1% | +25.4% | -24.3% | +0.2% |
| 3M | +4.8% | +115.3% | -110.5% | +1.3% |
| 6M | -10.6% | +56.5% | -67.1% | -12.8% |
| YTD | +3.4% | +198.2% | -194.7% | -2.1% |
| 1Y | +8.7% | +242.0% | -233.3% | +1.9% |
| 3Y | +35.0% | +36.8% | -1.8% | +28.0% |
| All | +195.6% | -64.2% | +259.8% | +204.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling