+155.1%
INTC vs IOVA
+49.0%
+106.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.4% |
| 7D | +7.1% | +9.7% | -2.7% | +6.2% |
| 30D | -5.2% | +102.5% | -107.7% | -12.1% |
| 3M | -14.3% | +100.7% | -115.0% | -20.7% |
| 6M | +110.2% | +106.3% | +3.8% | +92.1% |
| YTD | +159.6% | +222.0% | -62.4% | +126.1% |
| 1Y | +289.3% | +299.5% | -10.3% | +228.7% |
| All | +155.1% | +49.0% | +106.1% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling