+159.3%
GE vs IOVA
+7.8%
+151.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | +1.2% | +5.1% | -3.9% | +0.8% |
| 30D | -9.5% | +37.2% | -46.7% | -11.7% |
| 3M | +4.1% | +117.5% | -113.4% | -2.6% |
| 6M | +3.9% | +69.6% | -65.7% | -1.6% |
| YTD | +9.0% | +218.7% | -209.7% | -1.9% |
| 1Y | +21.9% | +265.5% | -243.6% | +7.8% |
| 3Y | +281.8% | +46.2% | +235.6% | +234.5% |
| 5Y | +436.7% | -63.2% | +500.0% | +398.7% |
| All | +159.3% | +7.8% | +151.5% | +116.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling