-71.6%
FLNC vs IOVA
-66.0%
-5.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.2% | +1.4% |
| 7D | -4.1% | -2.2% | -1.9% | -3.6% |
| 30D | -24.8% | +27.6% | -52.4% | -28.6% |
| 3M | -59.1% | +117.2% | -176.3% | -66.3% |
| 6M | -42.0% | +77.7% | -119.6% | -50.8% |
| YTD | -49.8% | +215.0% | -264.8% | -63.4% |
| 1Y | +43.1% | +255.4% | -212.3% | -1.3% |
| 3Y | -61.0% | +42.6% | -103.6% | -73.6% |
| All | -71.6% | -66.0% | -5.7% | -75.7% |
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 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