-74.3%
GRAB vs IOVA
-78.0%
+3.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.7% | -4.3% | +0.6% |
| 7D | -10.8% | -2.2% | -8.7% | -10.6% |
| 30D | -15.5% | +27.6% | -43.1% | -18.3% |
| 3M | -9.0% | +117.2% | -126.1% | -19.3% |
| 6M | -21.6% | +77.7% | -99.3% | -29.4% |
| YTD | -38.9% | +215.0% | -253.9% | -49.8% |
| 1Y | -44.8% | +255.4% | -300.2% | -56.0% |
| 3Y | -18.4% | +42.6% | -61.1% | -38.6% |
| 5Y | -71.6% | -62.2% | -9.4% | -74.4% |
| All | -74.3% | -78.0% | +3.6% | -71.7% |
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 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