+362.8%
HPE vs IOVA
-64.1%
+426.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.1% | +8.2% | +5.3% |
| 7D | +13.6% | -2.2% | +15.8% | +13.8% |
| 30D | +7.7% | +31.7% | -24.0% | +5.4% |
| 3M | +22.4% | +117.3% | -94.9% | +14.3% |
| 6M | +172.6% | +55.8% | +116.8% | +159.2% |
| YTD | +147.5% | +208.8% | -61.3% | +121.8% |
| 1Y | +151.8% | +255.7% | -103.9% | +121.3% |
| 3Y | +267.1% | +41.7% | +225.4% | +226.1% |
| 5Y | +362.8% | -64.9% | +427.7% | +348.5% |
| All | +362.8% | -64.1% | +426.9% | +348.5% |
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