+669.0%
GRMN vs IOVA
+9.7%
+659.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.7% | -1.4% | +3.8% |
| 7D | +2.4% | -2.2% | +4.6% | +2.6% |
| 30D | -8.5% | +27.6% | -36.1% | -10.4% |
| 3M | +19.5% | +117.2% | -97.7% | +10.7% |
| 6M | +21.2% | +77.7% | -56.5% | +13.3% |
| YTD | +41.0% | +215.0% | -174.0% | +24.6% |
| 1Y | +19.6% | +255.4% | -235.8% | +3.7% |
| 3Y | +183.8% | +42.6% | +141.2% | +147.1% |
| 5Y | +83.0% | -62.2% | +145.2% | +67.8% |
| All | +669.0% | +9.7% | +659.3% | +551.9% |
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