+648.7%
INTC vs IOVA
-91.6%
+740.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.5% |
| 7D | +7.1% | +9.7% | -2.7% | +6.8% |
| 30D | -5.2% | +102.5% | -107.7% | -7.0% |
| 3M | -14.3% | +100.7% | -115.0% | -16.0% |
| 6M | +110.2% | +106.3% | +3.8% | +105.6% |
| YTD | +159.6% | +222.0% | -62.4% | +151.0% |
| 1Y | +289.3% | +299.5% | -10.3% | +273.7% |
| 3Y | +166.1% | +42.9% | +123.1% | +157.1% |
| 5Y | +94.4% | -65.0% | +159.4% | +89.9% |
| 10Y | +227.7% | +10.3% | +217.4% | +215.6% |
| All | +648.7% | -91.6% | +740.3% | +635.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling