+50.2%
FDX vs IOVA
+255.8%
-205.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.9% | -6.6% | -2.8% |
| 7D | -1.6% | -5.2% | +3.5% | -1.6% |
| 30D | +6.6% | -37.8% | +44.4% | +6.8% |
| 3M | -2.1% | +29.5% | -31.5% | -3.1% |
| 6M | +2.2% | +96.6% | -94.4% | -0.2% |
| YTD | +33.9% | +194.5% | -160.6% | +29.3% |
| 1Y | +50.2% | +248.1% | -197.8% | +42.4% |
| All | +50.2% | +255.8% | -205.5% | +42.4% |
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