-26.9%
INFY vs IOVA
+299.5%
-326.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.3% | -3.2% |
| 7D | -2.9% | +9.7% | -12.6% | -3.0% |
| 30D | -6.2% | +102.5% | -108.8% | -7.4% |
| 3M | -4.9% | +100.7% | -105.6% | -6.3% |
| 6M | -16.6% | +106.3% | -122.9% | -17.8% |
| YTD | -32.9% | +222.0% | -254.9% | -34.5% |
| 1Y | -26.9% | +299.5% | -326.4% | -28.1% |
| All | -26.9% | +299.5% | -326.4% | -28.1% |
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 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