-44.6%
INFY vs IOVA
-62.2%
+17.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.7% | -4.2% | +1.2% |
| 7D | -5.4% | -2.2% | -3.2% | -5.3% |
| 30D | -9.9% | +27.6% | -37.4% | -10.8% |
| 3M | -4.6% | +117.2% | -121.7% | -8.1% |
| 6M | -18.5% | +77.7% | -96.1% | -21.1% |
| YTD | -36.5% | +215.0% | -251.6% | -40.3% |
| 1Y | -32.8% | +255.4% | -288.1% | -37.4% |
| 3Y | -32.2% | +42.6% | -74.8% | -37.5% |
| All | -44.6% | -62.2% | +17.6% | -48.6% |
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