+3.6%
GOOG vs IOVA
+362.8%
-359.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.7% | +3.3% |
| 7D | -10.7% | -41.3% | +30.5% | -8.3% |
| 30D | -16.4% | -38.5% | +22.1% | -14.3% |
| 3M | -23.4% | +99.5% | -122.9% | -23.2% |
| 6M | -24.2% | +126.0% | -150.2% | -24.8% |
| YTD | -8.3% | +218.7% | -226.9% | -10.0% |
| 1Y | +3.6% | +378.0% | -374.4% | -1.3% |
| All | +3.6% | +362.8% | -359.2% | -1.3% |
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