+33.7%
HDB vs IOVA
+4.5%
+29.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.6% |
| 7D | -4.9% | -2.2% | -2.7% | -4.8% |
| 30D | -5.8% | +31.7% | -37.6% | -7.1% |
| 3M | -5.2% | +117.3% | -122.5% | -9.1% |
| 6M | -25.7% | +55.8% | -81.5% | -28.0% |
| YTD | -39.6% | +208.8% | -248.4% | -43.5% |
| 1Y | -36.9% | +255.7% | -292.6% | -41.7% |
| 3Y | -29.7% | +41.7% | -71.4% | -35.4% |
| 5Y | -37.8% | -64.9% | +27.1% | -40.7% |
| 10Y | +33.7% | +6.3% | +27.4% | +25.0% |
| All | +33.7% | +4.5% | +29.3% | +25.0% |
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