+187.0%
HDB vs IOVA
-91.6%
+278.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.4% |
| 7D | +0.4% | +9.7% | -9.3% | +0.3% |
| 30D | -2.8% | +102.5% | -105.3% | -3.9% |
| 3M | -3.5% | +100.7% | -104.2% | -4.7% |
| 6M | -24.7% | +106.3% | -131.1% | -25.7% |
| YTD | -36.6% | +222.0% | -258.5% | -37.9% |
| 1Y | -34.4% | +299.5% | -333.9% | -36.0% |
| 3Y | -24.4% | +42.9% | -67.3% | -26.2% |
| 5Y | -35.4% | -65.0% | +29.6% | -36.4% |
| 10Y | +39.5% | +10.3% | +29.3% | +35.2% |
| All | +187.0% | -91.6% | +278.6% | +165.3% |
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