+190.4%
ETN vs IOVA
-62.2%
+252.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.7% | -1.7% | +3.7% |
| 7D | +3.5% | -2.2% | +5.7% | +3.7% |
| 30D | -7.5% | +27.6% | -35.1% | -8.9% |
| 3M | +8.3% | +117.2% | -108.8% | +2.7% |
| 6M | +20.2% | +77.7% | -57.5% | +14.7% |
| YTD | +34.7% | +215.0% | -180.4% | +23.7% |
| 1Y | +19.4% | +255.4% | -235.9% | +8.3% |
| 3Y | +85.5% | +42.6% | +42.9% | +68.9% |
| All | +190.4% | -62.2% | +252.7% | +169.0% |
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