+32.1%
GLW vs IOVA
+237.6%
-205.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.6% | +7.6% | +9.1% |
| 7D | -5.9% | +1.9% | -7.8% | -5.9% |
| 30D | -26.0% | -44.1% | +18.1% | -23.1% |
| 3M | -29.9% | +28.9% | -58.7% | -32.1% |
| 6M | -37.8% | +125.7% | -163.5% | -43.3% |
| YTD | +33.1% | +199.3% | -166.1% | +13.7% |
| All | +32.1% | +237.6% | -205.5% | +10.7% |
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