-1.6%
F vs IOVA
+237.6%
-239.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.6% |
| 7D | -0.6% | +1.9% | -2.5% | -0.7% |
| 30D | +2.9% | -44.1% | +47.0% | +3.4% |
| 3M | -9.5% | +28.9% | -38.3% | -11.8% |
| 6M | +4.0% | +125.7% | -121.7% | -2.0% |
| YTD | -1.3% | +199.3% | -200.5% | -8.7% |
| All | -1.6% | +237.6% | -239.2% | -9.8% |
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