-23.6%
GIS vs IOVA
+244.9%
-268.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -3.0% |
| 7D | -8.4% | -6.4% | -2.0% | -8.4% |
| 30D | -5.2% | +25.4% | -30.6% | -5.3% |
| 3M | +8.2% | +115.3% | -107.2% | +7.9% |
| 6M | -12.0% | +56.5% | -68.6% | -12.4% |
| YTD | -18.9% | +198.2% | -217.0% | -17.5% |
| 1Y | -23.6% | +242.0% | -265.6% | -21.6% |
| All | -23.6% | +244.9% | -268.5% | -21.6% |
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