-37.1%
FIS vs IOVA
+299.5%
-336.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -2.0% | -0.9% |
| 7D | +1.1% | +9.7% | -8.7% | +0.9% |
| 30D | -2.2% | +102.5% | -104.8% | -4.1% |
| 3M | +2.1% | +100.7% | -98.5% | -0.1% |
| 6M | -14.7% | +106.3% | -121.0% | -16.6% |
| YTD | -35.7% | +222.0% | -257.7% | -38.8% |
| 1Y | -37.1% | +299.5% | -336.6% | -40.4% |
| All | -37.1% | +299.5% | -336.6% | -40.4% |
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