+406.6%
HBAN vs IOVA
-91.7%
+498.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.6% |
| 7D | +2.1% | +5.1% | -3.0% | +2.0% |
| 30D | -4.5% | +37.2% | -41.7% | -5.2% |
| 3M | +2.6% | +117.5% | -114.9% | +0.6% |
| 6M | +4.7% | +69.6% | -64.8% | +3.1% |
| YTD | -1.5% | +218.7% | -220.2% | -4.4% |
| 1Y | -1.9% | +265.5% | -267.5% | -5.3% |
| 3Y | +75.2% | +46.2% | +29.0% | +69.6% |
| 5Y | +37.2% | -63.2% | +100.4% | +34.1% |
| 10Y | +156.6% | +6.1% | +150.5% | +145.7% |
| All | +406.6% | -91.7% | +498.3% | +358.7% |
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