+53.3%
FLNC vs IOVA
+299.5%
-246.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.4% |
| 7D | -4.9% | +9.7% | -14.6% | -5.1% |
| 30D | -27.3% | +102.5% | -129.8% | -28.4% |
| 3M | -61.9% | +100.7% | -162.6% | -62.4% |
| 6M | -34.5% | +106.3% | -140.8% | -36.4% |
| YTD | -47.7% | +222.0% | -269.7% | -50.2% |
| 1Y | +53.3% | +299.5% | -246.2% | +51.7% |
| All | +53.3% | +299.5% | -246.2% | +51.7% |
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