-71.1%
FLNC vs IOVA
-66.6%
-4.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.1% | -5.2% | -7.7% |
| 7D | -4.2% | -2.2% | -2.0% | -3.7% |
| 30D | -20.0% | +31.7% | -51.7% | -24.5% |
| 3M | -56.9% | +117.3% | -174.1% | -64.4% |
| 6M | -35.5% | +55.8% | -91.4% | -43.9% |
| YTD | -48.8% | +208.8% | -257.6% | -62.6% |
| 1Y | +49.3% | +255.7% | -206.4% | +2.8% |
| 3Y | -61.8% | +41.7% | -103.5% | -74.1% |
| All | -71.1% | -66.6% | -4.4% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling