+44.7%
IBKR vs IOVA
+299.5%
-254.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.4% |
| 7D | -3.3% | +9.7% | -13.0% | -3.5% |
| 30D | +4.5% | +102.5% | -98.1% | +2.4% |
| 3M | +6.5% | +100.7% | -94.2% | +4.4% |
| 6M | +34.2% | +106.3% | -72.1% | +30.6% |
| YTD | +44.5% | +222.0% | -177.5% | +38.1% |
| 1Y | +44.7% | +299.5% | -254.8% | +40.4% |
| All | +44.7% | +299.5% | -254.8% | +40.4% |
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