-68.4%
FLNC vs IOVA
+362.8%
-431.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -1.5% | +11.7% | +10.2% |
| 7D | -2.1% | -41.3% | +39.2% | -1.4% |
| 30D | -20.8% | -38.5% | +17.7% | -20.2% |
| 3M | -61.3% | +99.5% | -160.9% | -60.3% |
| 6M | -50.9% | +126.0% | -176.8% | -49.6% |
| YTD | -69.4% | +218.7% | -288.0% | -67.8% |
| 1Y | -68.4% | +378.0% | -446.4% | -66.0% |
| All | -68.4% | +362.8% | -431.2% | -66.0% |
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 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