+243.8%
HPQ vs IOVA
+9.7%
+234.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.7% | +2.8% | +7.9% |
| 7D | +9.8% | -2.2% | +11.9% | +10.0% |
| 30D | +22.4% | +27.6% | -5.2% | +19.2% |
| 3M | +45.2% | +117.2% | -72.0% | +32.3% |
| 6M | +96.4% | +77.7% | +18.7% | +81.1% |
| YTD | +65.4% | +215.0% | -149.6% | +42.1% |
| 1Y | +31.6% | +255.4% | -223.8% | +10.3% |
| 3Y | +37.0% | +42.6% | -5.6% | +14.2% |
| 5Y | +53.0% | -62.2% | +115.2% | +37.9% |
| All | +243.8% | +9.7% | +234.1% | +176.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling