-11.6%
HL vs IOVA
+207.9%
-219.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.1% |
| 7D | -11.1% | -3.5% | -7.6% | -10.8% |
| 30D | -12.1% | -45.4% | +33.3% | -7.2% |
| 3M | -26.1% | +19.0% | -45.1% | -28.2% |
| 6M | -37.7% | +112.0% | -149.8% | -43.1% |
| YTD | -31.7% | +184.2% | -215.9% | -41.2% |
| 1Y | -11.6% | +222.0% | -233.6% | -25.3% |
| All | -11.6% | +207.9% | -219.6% | -25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling