+1,483.0%
GWW vs IOVA
-92.6%
+1,575.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | +3.6% | -3.5% | +7.0% | +3.6% |
| 30D | +12.1% | -45.4% | +57.5% | +12.9% |
| 3M | +12.9% | +19.0% | -6.1% | +12.2% |
| 6M | +19.3% | +112.0% | -92.7% | +17.1% |
| YTD | +48.7% | +184.2% | -135.5% | +44.9% |
| 1Y | +60.5% | +222.0% | -161.5% | +56.0% |
| 3Y | +93.3% | +92.6% | +0.7% | +86.7% |
| 5Y | +219.0% | -63.2% | +282.1% | +212.2% |
| 10Y | +659.0% | +2.1% | +656.9% | +628.6% |
| All | +1,483.0% | -92.6% | +1,575.7% | +1,320.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling