+43.1%
FLNC vs IOVA
+259.8%
-216.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.2% | +2.4% |
| 7D | -4.1% | -2.2% | -1.9% | -4.1% |
| 30D | -24.8% | +27.6% | -52.4% | -24.8% |
| 3M | -59.1% | +117.2% | -176.3% | -59.1% |
| 6M | -42.0% | +77.7% | -119.6% | -42.6% |
| YTD | -49.8% | +215.0% | -264.8% | -50.2% |
| 1Y | +43.1% | +255.4% | -212.3% | +53.9% |
| All | +43.1% | +259.8% | -216.7% | +53.9% |
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