+8.9%
GE vs IOVA
+362.8%
-353.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.8% |
| 7D | +9.4% | -41.3% | +50.7% | +10.0% |
| 30D | +7.5% | -38.5% | +46.1% | +7.9% |
| 3M | -12.5% | +99.5% | -112.1% | -16.3% |
| 6M | +17.8% | +126.0% | -108.2% | +10.9% |
| YTD | +7.4% | +218.7% | -211.3% | +0.6% |
| 1Y | +8.9% | +378.0% | -369.1% | -0.3% |
| All | +8.9% | +362.8% | -353.9% | -0.3% |
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