-4.6%
HD vs IOVA
+362.8%
-367.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.5% | +8.0% | +6.5% |
| 7D | +11.9% | -41.3% | +53.2% | +11.4% |
| 30D | +26.4% | -38.5% | +64.9% | +25.9% |
| 3M | +2.8% | +99.5% | -96.7% | +1.9% |
| 6M | +15.5% | +126.0% | -110.5% | +13.9% |
| YTD | +5.5% | +218.7% | -213.1% | +4.6% |
| 1Y | -4.6% | +378.0% | -382.6% | -4.9% |
| All | -4.6% | +362.8% | -367.4% | -4.9% |
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