+76.8%
HBAN vs IOVA
+36.1%
+40.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.8% |
| 7D | -1.9% | -6.4% | +4.5% | -1.5% |
| 30D | -5.9% | +25.4% | -31.3% | -7.4% |
| 3M | +0.2% | +115.3% | -115.1% | -5.8% |
| 6M | +6.6% | +56.5% | -49.9% | +1.9% |
| YTD | -1.7% | +198.2% | -199.9% | -11.1% |
| 1Y | -1.7% | +242.0% | -243.7% | -12.7% |
| All | +76.8% | +36.1% | +40.7% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling