+837.6%
GLW vs IOVA
+6.6%
+831.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.0% | +8.6% | +7.6% |
| 7D | +14.0% | +5.1% | +8.9% | +13.5% |
| 30D | +0.4% | +37.2% | -36.9% | -2.5% |
| 3M | -11.3% | +117.5% | -128.8% | -18.2% |
| 6M | +35.1% | +69.6% | -34.5% | +26.6% |
| YTD | +90.5% | +218.7% | -128.1% | +67.7% |
| 1Y | +132.0% | +265.5% | -133.5% | +100.3% |
| 3Y | +463.3% | +46.2% | +417.1% | +381.7% |
| 5Y | +382.5% | -63.2% | +445.7% | +341.4% |
| 10Y | +837.6% | +6.1% | +831.5% | +636.6% |
| All | +837.6% | +6.6% | +831.0% | +636.6% |
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 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