+20.2%
FTV vs IOVA
+299.5%
-279.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | -4.6% | +9.7% | -14.3% | -4.7% |
| 30D | -7.2% | +102.5% | -109.7% | -8.1% |
| 3M | -7.3% | +100.7% | -108.0% | -8.4% |
| 6M | -1.6% | +106.3% | -108.0% | -3.4% |
| YTD | +3.3% | +222.0% | -218.6% | +0.1% |
| 1Y | +20.2% | +299.5% | -279.3% | +14.5% |
| All | +20.2% | +299.5% | -279.3% | +14.5% |
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 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