+65.9%
HDB vs IOVA
-0.9%
+66.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.7% | +4.5% | -1.0% |
| 7D | +4.1% | -1.4% | +5.5% | +4.1% |
| 30D | +13.0% | -47.4% | +60.3% | +15.4% |
| 3M | +11.3% | +13.2% | -2.0% | +9.5% |
| 6M | +6.9% | +114.3% | -107.4% | +1.5% |
| YTD | -29.6% | +179.5% | -209.1% | -34.5% |
| 1Y | -29.5% | +200.4% | -229.9% | -34.7% |
| 3Y | -8.1% | +92.2% | -100.3% | -17.3% |
| 5Y | -23.4% | -63.8% | +40.4% | -27.7% |
| All | +65.9% | -0.9% | +66.8% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling