-7.9%
IGV vs IOVA
+235.7%
-243.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -1.3% | -7.0% | +5.7% | -1.0% |
| 30D | -8.1% | -44.4% | +36.3% | -6.5% |
| 3M | -1.6% | +24.7% | -26.3% | -1.8% |
| 6M | +12.7% | +118.6% | -105.9% | +9.5% |
| YTD | -3.3% | +196.3% | -199.6% | -11.3% |
| 1Y | -7.9% | +205.3% | -213.2% | -15.5% |
| All | -7.9% | +235.7% | -243.6% | -15.5% |
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