-19.5%
GRAB vs IOVA
+36.1%
-55.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.5% | -0.8% |
| 7D | -12.0% | -6.4% | -5.6% | -11.6% |
| 30D | -19.5% | +25.4% | -44.9% | -20.7% |
| 3M | -8.0% | +115.3% | -123.3% | -13.3% |
| 6M | -22.2% | +56.5% | -78.8% | -25.5% |
| YTD | -39.7% | +198.2% | -237.8% | -45.2% |
| 1Y | -43.2% | +242.0% | -285.2% | -49.1% |
| All | -19.5% | +36.1% | -55.6% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling