+243.2%
INTC vs IOVA
+3.8%
+239.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.1% | -5.2% |
| 7D | +9.4% | -6.4% | +15.9% | +10.1% |
| 30D | +2.7% | +25.4% | -22.8% | +0.1% |
| 3M | -6.3% | +115.3% | -121.6% | -14.5% |
| 6M | +114.5% | +56.5% | +57.9% | +100.5% |
| YTD | +171.9% | +198.2% | -26.3% | +136.3% |
| 1Y | +305.0% | +242.0% | +63.0% | +243.5% |
| 3Y | +168.3% | +36.8% | +131.5% | +129.1% |
| 5Y | +102.3% | -64.3% | +166.6% | +84.8% |
| All | +243.2% | +3.8% | +239.3% | +190.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling