-53.4%
FIG vs IOVA
+202.8%
-256.1%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.7% | +5.4% | -0.1% |
| 7D | +2.6% | -1.4% | +4.0% | +2.6% |
| 30D | -13.1% | -47.4% | +34.3% | -12.3% |
| 3M | -20.3% | +13.2% | -33.5% | -18.4% |
| 6M | -2.1% | +114.3% | -116.4% | -2.2% |
| YTD | -49.4% | +179.5% | -228.9% | -53.0% |
| All | -53.4% | +202.8% | -256.1% | -58.4% |
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