-33.2%
INFY vs IOVA
+36.1%
-69.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.3% | -0.1% |
| 7D | -9.8% | -6.4% | -3.3% | -9.5% |
| 30D | -13.4% | +25.4% | -38.8% | -14.2% |
| 3M | -7.2% | +115.3% | -122.6% | -10.6% |
| 6M | -20.6% | +56.5% | -77.2% | -22.7% |
| YTD | -37.5% | +198.2% | -235.6% | -41.0% |
| 1Y | -33.4% | +242.0% | -275.4% | -37.8% |
| All | -33.2% | +36.1% | -69.3% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling