+382.9%
HBAN vs IOVA
-92.6%
+475.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | +2.3% | -3.5% | +5.7% | +2.3% |
| 30D | +4.8% | -45.4% | +50.2% | +5.8% |
| 3M | -10.1% | +19.0% | -29.1% | -10.8% |
| 6M | +5.0% | +112.0% | -107.0% | +2.7% |
| YTD | -6.1% | +184.2% | -190.4% | -9.0% |
| 1Y | +4.6% | +222.0% | -217.4% | +1.0% |
| 3Y | +74.9% | +92.6% | -17.6% | +68.2% |
| 5Y | +21.4% | -63.2% | +84.6% | +18.4% |
| 10Y | +105.3% | +2.1% | +103.2% | +96.2% |
| All | +382.9% | -92.6% | +475.5% | +336.6% |
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