+19.6%
FLEX vs IOVA
+233.9%
-214.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.6% |
| 7D | -13.6% | -8.5% | -5.1% | -12.9% |
| 30D | -36.5% | -44.7% | +8.2% | -34.2% |
| 3M | -36.4% | +26.2% | -62.7% | -37.6% |
| 6M | -46.5% | +123.2% | -169.7% | -50.2% |
| YTD | +25.9% | +196.0% | -170.0% | +13.1% |
| 1Y | +19.6% | +240.9% | -221.4% | +6.3% |
| All | +19.6% | +233.9% | -214.3% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling