+22.0%
IGV vs IOVA
-63.5%
+85.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | -3.3% | +5.1% | -8.4% | -3.7% |
| 30D | 0.0% | +37.2% | -37.3% | -2.5% |
| 3M | +7.3% | +117.5% | -110.2% | 0.0% |
| 6M | +16.7% | +69.6% | -52.9% | +10.1% |
| YTD | -2.8% | +218.7% | -221.5% | -13.8% |
| 1Y | -6.7% | +265.5% | -272.2% | -18.8% |
| 3Y | +41.1% | +46.2% | -5.1% | +20.4% |
| 5Y | +22.0% | -63.2% | +85.2% | +12.4% |
| All | +22.0% | -63.5% | +85.5% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling