+1,429.8%
HD vs IOVA
-91.6%
+1,521.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.9% |
| 7D | -2.1% | +9.7% | -11.8% | -2.2% |
| 30D | -8.4% | +102.5% | -111.0% | -9.7% |
| 3M | +4.3% | +100.7% | -96.3% | +2.7% |
| 6M | -11.1% | +106.3% | -117.5% | -12.7% |
| YTD | -4.7% | +222.0% | -226.7% | -7.3% |
| 1Y | -19.8% | +299.5% | -319.4% | -22.5% |
| 3Y | +4.1% | +42.9% | -38.8% | +1.0% |
| 5Y | +10.3% | -65.0% | +75.3% | +8.1% |
| 10Y | +203.2% | +10.3% | +192.9% | +192.9% |
| All | +1,429.8% | -91.6% | +1,521.4% | +1,322.7% |
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