-61.9%
FLNC vs IOVA
+36.1%
-98.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.8% |
| 7D | -5.0% | -6.4% | +1.4% | -4.1% |
| 30D | -26.1% | +25.4% | -51.5% | -28.7% |
| 3M | -55.2% | +115.3% | -170.5% | -61.2% |
| 6M | -42.6% | +56.5% | -99.1% | -48.2% |
| YTD | -51.0% | +198.2% | -249.2% | -61.3% |
| 1Y | +43.3% | +242.0% | -198.7% | +8.0% |
| All | -61.9% | +36.1% | -98.0% | -76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling