-47.5%
FISV vs IOVA
+99.0%
-146.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.7% |
| 7D | +1.4% | -3.5% | +4.9% | +1.5% |
| 30D | +38.4% | -45.4% | +83.8% | +39.7% |
| 3M | +14.9% | +19.0% | -4.1% | +13.5% |
| 6M | +21.8% | +112.0% | -90.2% | +17.7% |
| YTD | -5.0% | +184.2% | -189.3% | -9.5% |
| 1Y | -1.2% | +222.0% | -223.2% | -6.2% |
| 3Y | -47.5% | +92.6% | -140.1% | -48.1% |
| All | -47.5% | +99.0% | -146.5% | -48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling