+597.9%
GRMN vs IOVA
+0.8%
+597.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.2% |
| 7D | -0.9% | -3.5% | +2.6% | -0.6% |
| 30D | +1.2% | -45.4% | +46.6% | +4.8% |
| 3M | -8.9% | +19.0% | -27.9% | -11.9% |
| 6M | +23.0% | +112.0% | -89.0% | +11.9% |
| YTD | +41.2% | +184.2% | -143.0% | +23.7% |
| 1Y | +47.5% | +222.0% | -174.5% | +27.4% |
| 3Y | +155.8% | +92.6% | +63.2% | +114.8% |
| 5Y | +120.2% | -63.2% | +183.3% | +99.3% |
| All | +597.9% | +0.8% | +597.1% | +483.7% |
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