+129.2%
HPE vs IOVA
+299.5%
-170.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.5% |
| 7D | -0.6% | +9.7% | -10.3% | -0.8% |
| 30D | -2.3% | +102.5% | -104.8% | -4.3% |
| 3M | -2.9% | +100.7% | -103.5% | -4.8% |
| 6M | +143.6% | +106.3% | +37.2% | +136.3% |
| YTD | +118.5% | +222.0% | -103.5% | +109.7% |
| 1Y | +129.2% | +299.5% | -170.3% | +119.2% |
| All | +129.2% | +299.5% | -170.3% | +119.2% |
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