+331.1%
HBM vs IOVA
-66.4%
+397.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.4% | -4.1% | -7.2% |
| 7D | -3.7% | -6.4% | +2.7% | -3.0% |
| 30D | -3.7% | +25.4% | -29.1% | -6.1% |
| 3M | +8.0% | +115.3% | -107.3% | -1.9% |
| 6M | +15.8% | +56.5% | -40.8% | +7.9% |
| YTD | +34.4% | +198.2% | -163.8% | +15.5% |
| 1Y | +98.2% | +242.0% | -143.9% | +66.4% |
| 3Y | +476.6% | +36.8% | +439.8% | +383.0% |
| 5Y | +331.1% | -64.3% | +395.4% | +290.8% |
| All | +331.1% | -66.4% | +397.5% | +290.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling