+662.6%
ETSY vs IOVA
+0.8%
+661.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.6% |
| 7D | -1.0% | -3.5% | +2.4% | -0.5% |
| 30D | +7.3% | -45.4% | +52.7% | +15.4% |
| 3M | +10.3% | +19.0% | -8.7% | +3.9% |
| 6M | +55.1% | +112.0% | -57.0% | +29.4% |
| YTD | +60.5% | +184.2% | -123.7% | +24.1% |
| 1Y | +52.2% | +222.0% | -169.8% | +14.5% |
| 3Y | +40.8% | +92.6% | -51.8% | -3.2% |
| 5Y | -67.3% | -63.2% | -4.1% | -72.7% |
| All | +662.6% | +0.8% | +661.9% | +369.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling