+24.3%
HWM vs IOVA
+244.9%
-220.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -2.0% |
| 7D | -12.5% | -6.4% | -6.1% | -12.4% |
| 30D | -19.0% | +25.4% | -44.4% | -19.4% |
| 3M | -8.6% | +115.3% | -123.9% | -10.8% |
| 6M | -10.2% | +56.5% | -66.7% | -11.9% |
| YTD | +11.3% | +198.2% | -186.8% | +7.1% |
| 1Y | +24.3% | +242.0% | -217.8% | +19.3% |
| All | +24.3% | +244.9% | -220.7% | +19.3% |
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