-51.1%
FIS vs IOVA
+362.8%
-413.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -1.5% | -22.2% | -23.7% |
| 7D | -18.4% | -41.3% | +22.8% | -18.7% |
| 30D | -11.4% | -38.5% | +27.1% | -11.7% |
| 3M | -32.0% | +99.5% | -131.5% | -33.3% |
| 6M | -35.6% | +126.0% | -161.6% | -37.3% |
| YTD | -53.8% | +218.7% | -272.5% | -55.7% |
| 1Y | -51.1% | +378.0% | -429.1% | -53.2% |
| All | -51.1% | +362.8% | -413.8% | -53.2% |
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