+93.6%
INFY vs IOVA
-91.7%
+185.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.8% | -4.8% |
| 7D | -7.2% | +5.1% | -12.3% | -7.4% |
| 30D | -11.2% | +37.2% | -48.4% | -11.9% |
| 3M | -7.4% | +117.5% | -124.9% | -9.4% |
| 6M | -21.3% | +69.6% | -90.8% | -22.7% |
| YTD | -36.2% | +218.7% | -254.9% | -38.4% |
| 1Y | -31.3% | +265.5% | -296.8% | -34.0% |
| 3Y | -31.1% | +46.2% | -77.3% | -33.8% |
| 5Y | -44.9% | -63.2% | +18.4% | -46.3% |
| 10Y | +83.1% | +6.1% | +77.0% | +72.4% |
| All | +93.6% | -91.7% | +185.3% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling