-10.1%
HDB vs IOVA
+85.3%
-95.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.9% | -2.1% | +1.7% |
| 7D | +13.3% | -5.2% | +18.5% | +13.5% |
| 30D | +13.6% | -37.8% | +51.3% | +14.7% |
| 3M | +5.8% | +29.5% | -23.7% | +3.9% |
| 6M | -1.9% | +96.6% | -98.5% | -5.5% |
| YTD | -31.2% | +194.5% | -225.7% | -35.1% |
| 1Y | -29.6% | +248.1% | -277.6% | -34.0% |
| 3Y | -10.1% | +86.1% | -96.2% | -21.5% |
| All | -10.1% | +85.3% | -95.4% | -21.5% |
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