+37.4%
GILD vs IOVA
+299.5%
-262.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.2% |
| 7D | +3.7% | +9.7% | -6.1% | +3.2% |
| 30D | +14.6% | +102.5% | -87.9% | +10.3% |
| 3M | +17.7% | +100.7% | -83.0% | +12.7% |
| 6M | +3.1% | +106.3% | -103.2% | -2.0% |
| YTD | +24.5% | +222.0% | -197.4% | +14.6% |
| 1Y | +37.4% | +299.5% | -262.2% | +24.8% |
| All | +37.4% | +299.5% | -262.2% | +24.8% |
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