+132.5%
GOOGL vs IOVA
-64.1%
+196.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -2.1% |
| 7D | -1.9% | -2.2% | +0.3% | -1.7% |
| 30D | -7.5% | +31.7% | -39.2% | -9.0% |
| 3M | -9.2% | +117.3% | -126.4% | -13.9% |
| 6M | +8.1% | +55.8% | -47.8% | +4.0% |
| YTD | +5.8% | +208.8% | -202.9% | -2.9% |
| 1Y | +38.3% | +255.7% | -217.4% | +25.1% |
| 3Y | +144.8% | +41.7% | +103.1% | +118.5% |
| 5Y | +132.5% | -64.9% | +197.4% | +115.3% |
| All | +132.5% | -64.1% | +196.7% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling