+18.0%
HPQ vs IOVA
+107.4%
-89.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -3.2% | -7.0% | +3.8% | -2.9% |
| 30D | -3.0% | -44.4% | +41.4% | -0.8% |
| 3M | +0.6% | +24.7% | -24.1% | -2.0% |
| 6M | +36.6% | +118.6% | -82.1% | +27.2% |
| YTD | +35.0% | +196.3% | -161.3% | +21.3% |
| 1Y | +23.1% | +205.3% | -182.2% | +10.0% |
| All | +18.0% | +107.4% | -89.5% | +5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling