+204.5%
EQT vs IOVA
-92.2%
+296.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.7% |
| 7D | -1.2% | -6.4% | +5.3% | -1.1% |
| 30D | +1.1% | +25.4% | -24.3% | +0.7% |
| 3M | +4.8% | +115.3% | -110.5% | +3.3% |
| 6M | -10.6% | +56.5% | -67.1% | -11.6% |
| YTD | +3.4% | +198.2% | -194.7% | +1.1% |
| 1Y | +8.7% | +242.0% | -233.3% | +5.8% |
| 3Y | +35.0% | +36.8% | -1.8% | +31.5% |
| 5Y | +204.2% | -64.3% | +268.5% | +199.2% |
| 10Y | +52.5% | +2.6% | +49.8% | +47.7% |
| All | +204.5% | -92.2% | +296.7% | +190.4% |
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