+164.3%
EWY vs IOVA
+299.5%
-135.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.5% |
| 7D | +4.8% | +9.7% | -4.9% | +4.3% |
| 30D | +11.7% | +102.5% | -90.9% | +7.4% |
| 3M | -7.4% | +100.7% | -108.1% | -10.7% |
| 6M | +40.6% | +106.3% | -65.8% | +34.6% |
| YTD | +94.3% | +222.0% | -127.7% | +82.3% |
| 1Y | +164.3% | +299.5% | -135.3% | +151.5% |
| All | +164.3% | +299.5% | -135.3% | +151.5% |
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