+3,800.0%
FIX vs IOVA
+28.7%
+3,771.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +9.3% |
| 7D | -7.2% | +1.9% | -9.1% | -7.3% |
| 30D | -35.1% | -44.1% | +9.0% | -32.4% |
| 3M | -34.3% | +28.9% | -63.1% | -36.5% |
| 6M | -42.9% | +125.7% | -168.6% | -48.1% |
| YTD | +19.5% | +199.3% | -179.8% | +4.8% |
| 1Y | +16.8% | +255.2% | -238.4% | +0.7% |
| 3Y | +506.7% | +106.8% | +399.9% | +403.9% |
| 5Y | +1,046.7% | -67.1% | +1,113.8% | +957.1% |
| 10Y | +3,800.0% | +16.7% | +3,783.3% | +2,804.9% |
| All | +3,800.0% | +28.7% | +3,771.3% | +2,804.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling