+626.9%
FLEX vs IOVA
+12.2%
+614.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.5% |
| 7D | -13.6% | -8.5% | -5.1% | -12.6% |
| 30D | -36.5% | -44.7% | +8.2% | -32.6% |
| 3M | -36.4% | +26.2% | -62.7% | -39.4% |
| 6M | -46.5% | +123.2% | -169.7% | -53.3% |
| YTD | +25.9% | +196.0% | -170.0% | +4.3% |
| 1Y | +19.6% | +240.9% | -221.4% | -3.2% |
| 3Y | +287.0% | +103.5% | +183.5% | +198.4% |
| 5Y | +466.6% | -65.5% | +532.1% | +404.1% |
| 10Y | +626.9% | +7.0% | +619.9% | +448.2% |
| All | +626.9% | +12.2% | +614.7% | +448.2% |
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