-35.7%
HDB vs IOVA
-64.9%
+29.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.5% |
| 7D | +0.4% | +9.7% | -9.3% | +0.1% |
| 30D | -2.8% | +102.5% | -105.3% | -6.0% |
| 3M | -3.5% | +100.7% | -104.2% | -6.9% |
| 6M | -24.7% | +106.3% | -131.1% | -27.7% |
| YTD | -36.6% | +222.0% | -258.5% | -40.5% |
| 1Y | -34.4% | +299.5% | -333.9% | -39.4% |
| 3Y | -24.4% | +42.9% | -67.3% | -30.4% |
| All | -35.7% | -64.9% | +29.2% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling