+3,553.2%
FIX vs IOVA
+0.8%
+3,552.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.5% |
| 7D | +9.4% | -3.5% | +12.9% | +9.8% |
| 30D | -27.8% | -45.4% | +17.6% | -24.7% |
| 3M | -35.6% | +19.0% | -54.6% | -37.4% |
| 6M | -45.2% | +112.0% | -157.2% | -49.9% |
| YTD | +19.5% | +184.2% | -164.8% | +5.4% |
| 1Y | +24.2% | +222.0% | -197.8% | +8.1% |
| 3Y | +494.2% | +92.6% | +401.6% | +396.8% |
| 5Y | +1,036.1% | -63.2% | +1,099.3% | +933.9% |
| All | +3,553.2% | +0.8% | +3,552.4% | +2,693.0% |
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