+116.0%
INTC vs IOVA
-64.1%
+180.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.0% |
| 7D | +18.0% | -2.2% | +20.2% | +18.2% |
| 30D | +8.9% | +31.7% | -22.8% | +5.9% |
| 3M | -1.6% | +117.3% | -118.8% | -9.9% |
| 6M | +133.1% | +55.8% | +77.3% | +118.6% |
| YTD | +187.9% | +208.8% | -20.9% | +150.9% |
| 1Y | +334.7% | +255.7% | +79.0% | +270.1% |
| 3Y | +184.2% | +41.7% | +142.5% | +145.2% |
| 5Y | +116.0% | -64.9% | +180.9% | +99.7% |
| All | +116.0% | -64.1% | +180.1% | +99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling