+25.9%
HD vs IOVA
+85.3%
-59.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.9% | -5.7% | -2.0% |
| 7D | +4.3% | -5.2% | +9.5% | +4.5% |
| 30D | +20.2% | -37.8% | +58.0% | +21.4% |
| 3M | -1.0% | +29.5% | -30.5% | -3.4% |
| 6M | +7.9% | +96.6% | -88.7% | +2.4% |
| YTD | +2.0% | +194.5% | -192.5% | -6.1% |
| 1Y | -4.3% | +248.1% | -252.4% | -12.9% |
| 3Y | +25.9% | +86.1% | -60.2% | +5.2% |
| All | +25.9% | +85.3% | -59.3% | +5.2% |
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