+52.4%
GEV vs IOVA
+362.8%
-310.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -9.2% |
| 7D | -5.1% | -41.3% | +36.1% | -4.0% |
| 30D | -15.8% | -38.5% | +22.7% | -15.0% |
| 3M | -18.2% | +99.5% | -117.7% | -21.1% |
| 6M | -22.4% | +126.0% | -148.3% | -25.7% |
| YTD | +27.7% | +218.7% | -190.9% | +20.1% |
| 1Y | +52.4% | +378.0% | -325.7% | +46.5% |
| All | +52.4% | +362.8% | -310.4% | +46.5% |
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