+43.4%
EQX vs IOVA
+299.5%
-256.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -1.4% | +9.7% | -11.1% | -2.9% |
| 30D | +24.4% | +102.5% | -78.2% | +9.5% |
| 3M | +11.6% | +100.7% | -89.1% | -2.3% |
| 6M | -25.0% | +106.3% | -131.3% | -35.9% |
| YTD | -8.4% | +222.0% | -230.4% | -30.9% |
| 1Y | +43.4% | +299.5% | -256.1% | -0.2% |
| All | +43.4% | +299.5% | -256.1% | -0.2% |
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 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