+283.1%
FISV vs IOVA
-91.6%
+374.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | -0.3% | +9.7% | -10.1% | -0.5% |
| 30D | -2.1% | +102.5% | -104.6% | -3.3% |
| 3M | -5.7% | +100.7% | -106.4% | -7.0% |
| 6M | -15.3% | +106.3% | -121.7% | -16.7% |
| YTD | -21.1% | +222.0% | -243.1% | -23.0% |
| 1Y | -61.1% | +299.5% | -360.6% | -62.2% |
| 3Y | -56.8% | +42.9% | -99.8% | -58.0% |
| 5Y | -54.2% | -65.0% | +10.8% | -55.0% |
| 10Y | +1.6% | +10.3% | -8.7% | -1.9% |
| All | +283.1% | -91.6% | +374.7% | +251.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling