+155.3%
HBAN vs IOVA
+9.7%
+145.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.4% |
| 7D | -1.0% | -2.2% | +1.2% | -0.9% |
| 30D | -5.6% | +27.6% | -33.2% | -7.3% |
| 3M | -1.1% | +117.2% | -118.3% | -7.3% |
| 6M | +9.9% | +77.7% | -67.8% | +3.8% |
| YTD | -0.9% | +215.0% | -216.0% | -10.8% |
| 1Y | -1.4% | +255.4% | -256.8% | -12.7% |
| 3Y | +78.2% | +42.6% | +35.6% | +57.9% |
| 5Y | +37.0% | -62.2% | +99.2% | +26.9% |
| All | +155.3% | +9.7% | +145.6% | +112.4% |
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