-1.4%
HBAN vs IOVA
+259.8%
-261.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | +0.7% |
| 7D | -1.0% | -2.2% | +1.2% | -1.0% |
| 30D | -5.6% | +27.6% | -33.2% | -6.2% |
| 3M | -1.1% | +117.2% | -118.3% | -3.7% |
| 6M | +9.9% | +77.7% | -67.8% | +7.1% |
| YTD | -0.9% | +215.0% | -216.0% | -4.7% |
| 1Y | -1.4% | +255.4% | -256.8% | -6.7% |
| All | -1.4% | +259.8% | -261.2% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling