+156.1%
HPQ vs IOVA
+0.8%
+155.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | +3.2% | -3.5% | +6.6% | +3.5% |
| 30D | -3.6% | -45.4% | +41.8% | +0.7% |
| 3M | -5.3% | +19.0% | -24.3% | -8.8% |
| 6M | +41.1% | +112.0% | -70.9% | +26.3% |
| YTD | +36.9% | +184.2% | -147.4% | +16.6% |
| 1Y | +23.5% | +222.0% | -198.5% | +3.5% |
| 3Y | +19.6% | +92.6% | -73.0% | -5.0% |
| 5Y | +11.4% | -63.2% | +74.6% | -1.2% |
| All | +156.1% | +0.8% | +155.3% | +100.6% |
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