+18.4%
IAU vs IOVA
+244.9%
-226.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.6% |
| 7D | -3.4% | -6.4% | +3.1% | -3.1% |
| 30D | -1.1% | +25.4% | -26.5% | -2.2% |
| 3M | +5.8% | +115.3% | -109.5% | +1.8% |
| 6M | -16.9% | +56.5% | -73.5% | -19.4% |
| YTD | +0.1% | +198.2% | -198.0% | -6.0% |
| 1Y | +18.4% | +242.0% | -223.6% | +11.4% |
| All | +18.4% | +244.9% | -226.5% | +11.4% |
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