+143.8%
EWY vs IOVA
+244.9%
-101.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -4.0% |
| 7D | +1.2% | -6.4% | +7.7% | +1.6% |
| 30D | +9.3% | +25.4% | -16.1% | +8.0% |
| 3M | +2.4% | +115.3% | -112.9% | -2.0% |
| 6M | +40.3% | +56.5% | -16.3% | +35.9% |
| YTD | +88.0% | +198.2% | -110.2% | +76.9% |
| 1Y | +143.8% | +242.0% | -98.2% | +136.1% |
| All | +143.8% | +244.9% | -101.1% | +136.1% |
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