+22.1%
ETSY vs IOVA
+259.8%
-237.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.0% | +1.3% |
| 7D | -4.9% | -2.2% | -2.7% | -4.8% |
| 30D | -8.6% | +27.6% | -36.2% | -9.9% |
| 3M | +4.8% | +117.2% | -112.4% | -1.2% |
| 6M | +38.1% | +77.7% | -39.6% | +32.2% |
| YTD | +31.2% | +215.0% | -183.8% | +16.4% |
| 1Y | +22.1% | +255.4% | -233.3% | +17.9% |
| All | +22.1% | +259.8% | -237.7% | +17.9% |
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