+90.9%
FTI vs IOVA
+257.2%
-166.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.4% |
| 7D | -2.3% | -2.2% | -0.1% | -2.3% |
| 30D | +5.0% | +31.7% | -26.7% | +5.0% |
| 3M | +13.8% | +117.3% | -103.4% | +13.7% |
| 6M | +22.9% | +55.8% | -32.9% | +23.2% |
| YTD | +75.0% | +208.8% | -133.8% | +73.2% |
| All | +90.9% | +257.2% | -166.3% | +87.0% |
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