-57.7%
FISV vs IOVA
-64.1%
+6.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -4.2% |
| 7D | -6.4% | -2.2% | -4.2% | -6.3% |
| 30D | -6.8% | +31.7% | -38.6% | -7.9% |
| 3M | -10.0% | +117.3% | -127.2% | -13.2% |
| 6M | -20.6% | +55.8% | -76.4% | -22.7% |
| YTD | -27.6% | +208.8% | -236.4% | -31.7% |
| 1Y | -64.3% | +255.7% | -320.0% | -66.6% |
| 3Y | -60.0% | +41.7% | -101.7% | -62.9% |
| 5Y | -57.7% | -64.9% | +7.2% | -58.5% |
| All | -57.7% | -64.1% | +6.4% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling