+44.7%
HWM vs IOVA
+299.5%
-254.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | -2.1% | +9.7% | -11.8% | -2.2% |
| 30D | -11.0% | +102.5% | -113.5% | -12.5% |
| 3M | +4.0% | +100.7% | -96.6% | +2.1% |
| 6M | -0.2% | +106.3% | -106.6% | -2.6% |
| YTD | +26.7% | +222.0% | -195.3% | +22.2% |
| 1Y | +44.7% | +299.5% | -254.8% | +39.9% |
| All | +44.7% | +299.5% | -254.8% | +39.9% |
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 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