+8.9%
GE vs IOVA
+233.9%
-225.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +5.4% | -8.5% | +13.9% | +5.5% |
| 30D | +9.6% | -44.7% | +54.4% | +10.3% |
| 3M | -7.7% | +26.2% | -34.0% | -10.0% |
| 6M | +14.0% | +123.2% | -109.2% | +6.4% |
| YTD | +10.2% | +196.0% | -185.8% | +2.5% |
| 1Y | +8.9% | +240.9% | -232.0% | +0.6% |
| All | +8.9% | +233.9% | -225.0% | +0.6% |
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