-16.9%
INFQ vs IOVA
+219.2%
-236.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -1.5% |
| 7D | +2.4% | -6.4% | +8.8% | +3.9% |
| 30D | +9.6% | +25.4% | -15.8% | +3.1% |
| 3M | -4.6% | +115.3% | -119.9% | -23.6% |
| 6M | +6.7% | +56.5% | -49.9% | -15.5% |
| All | -16.9% | +219.2% | -236.1% | -34.1% |
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