-9.8%
IGV vs IOVA
+244.9%
-254.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.6% |
| 7D | -5.4% | -6.4% | +1.1% | -5.3% |
| 30D | -2.6% | +25.4% | -28.0% | -3.2% |
| 3M | +10.5% | +115.3% | -104.8% | +7.7% |
| 6M | +18.2% | +56.5% | -38.4% | +17.2% |
| YTD | -4.2% | +198.2% | -202.4% | -10.4% |
| 1Y | -9.8% | +242.0% | -251.8% | -14.4% |
| All | -9.8% | +244.9% | -254.7% | -14.4% |
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