-14.9%
INFQ vs IOVA
+230.6%
-245.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.2% |
| 7D | +4.8% | -2.2% | +7.0% | +5.3% |
| 30D | +13.4% | +31.7% | -18.3% | +5.5% |
| 3M | -3.3% | +117.3% | -120.6% | -22.6% |
| 6M | +13.7% | +55.8% | -42.1% | -10.6% |
| All | -14.9% | +230.6% | -245.5% | -33.1% |
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 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