+57.4%
INTC vs IOVA
+362.8%
-305.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.6% |
| 7D | -39.0% | -41.3% | +2.3% | -37.0% |
| 30D | -49.8% | -38.5% | -11.3% | -48.3% |
| 3M | -42.2% | +99.5% | -141.8% | -44.2% |
| 6M | -39.2% | +126.0% | -165.1% | -41.7% |
| YTD | +57.9% | +218.7% | -160.8% | +51.0% |
| 1Y | +57.4% | +378.0% | -320.7% | +54.2% |
| All | +57.4% | +362.8% | -305.4% | +54.2% |
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