+126.5%
IBB vs IOVA
+7.7%
+118.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | +1.4% | +9.7% | -8.3% | +0.2% |
| 30D | +10.5% | +102.5% | -92.0% | -0.7% |
| 3M | +23.6% | +100.7% | -77.0% | +10.5% |
| 6M | +22.6% | +106.3% | -83.7% | +7.7% |
| YTD | +25.7% | +222.0% | -196.3% | +2.8% |
| 1Y | +51.4% | +299.5% | -248.2% | +18.4% |
| 3Y | +64.4% | +42.9% | +21.4% | +29.6% |
| 5Y | +22.1% | -65.0% | +87.1% | +8.1% |
| All | +126.5% | +7.7% | +118.8% | +53.0% |
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 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