+62.4%
EWY vs IOVA
+362.8%
-300.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.8% |
| 7D | -8.3% | -41.3% | +32.9% | -5.9% |
| 30D | -20.5% | -38.5% | +18.0% | -18.7% |
| 3M | -11.1% | +99.5% | -110.7% | -14.1% |
| 6M | -7.0% | +126.0% | -133.0% | -10.9% |
| YTD | +56.5% | +218.7% | -162.2% | +49.9% |
| 1Y | +62.4% | +378.0% | -315.6% | +57.9% |
| All | +62.4% | +362.8% | -300.3% | +57.9% |
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