+10.3%
HLT vs IOVA
+259.8%
-249.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.7% | -5.7% | -0.1% |
| 7D | -1.6% | -2.2% | +0.6% | -1.6% |
| 30D | -5.0% | +27.6% | -32.6% | -5.6% |
| 3M | -10.4% | +117.2% | -127.6% | -12.2% |
| 6M | +3.2% | +77.7% | -74.4% | +1.0% |
| YTD | +6.7% | +215.0% | -208.3% | +4.0% |
| 1Y | +10.3% | +255.4% | -245.1% | +7.0% |
| All | +10.3% | +259.8% | -249.6% | +7.0% |
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 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