+334.7%
INTC vs IOVA
+254.2%
+80.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +1.9% |
| 7D | +18.0% | -2.2% | +20.2% | +18.1% |
| 30D | +8.9% | +31.7% | -22.8% | +7.0% |
| 3M | -1.6% | +117.3% | -118.8% | -7.0% |
| 6M | +133.1% | +55.8% | +77.3% | +122.6% |
| YTD | +187.9% | +208.8% | -20.9% | +166.6% |
| 1Y | +334.7% | +255.7% | +79.0% | +317.7% |
| All | +334.7% | +254.2% | +80.5% | +317.7% |
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