-46.4%
FND vs IOVA
+51.6%
-98.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.6% |
| 7D | -5.2% | +9.7% | -15.0% | -6.0% |
| 30D | -19.9% | +102.5% | -122.4% | -25.5% |
| 3M | +2.7% | +100.7% | -98.0% | -5.2% |
| 6M | -21.7% | +106.3% | -128.0% | -28.7% |
| YTD | -17.5% | +222.0% | -239.5% | -29.3% |
| 1Y | -39.3% | +299.5% | -338.8% | -50.0% |
| All | -46.4% | +51.6% | -98.0% | -56.4% |
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