+7.1%
FERG vs IOVA
+207.9%
-200.8%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.6% |
| 7D | +9.7% | -3.5% | +13.2% | +9.7% |
| 30D | +15.0% | -45.4% | +60.4% | +14.6% |
| 3M | +3.8% | +19.0% | -15.3% | +2.4% |
| 6M | +10.6% | +112.0% | -101.4% | +6.8% |
| YTD | +17.0% | +184.2% | -167.3% | +11.6% |
| 1Y | +7.1% | +222.0% | -214.9% | +0.9% |
| All | +7.1% | +207.9% | -200.8% | +0.9% |
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