+354.3%
INTC vs IOVA
-92.3%
+446.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.1% |
| 7D | -4.0% | -8.5% | +4.5% | -3.8% |
| 30D | -44.5% | -44.7% | +0.3% | -43.7% |
| 3M | -40.4% | +26.2% | -66.6% | -40.8% |
| 6M | -53.5% | +123.2% | -176.7% | -54.6% |
| YTD | +57.5% | +196.0% | -138.4% | +52.4% |
| 1Y | +51.2% | +240.9% | -189.7% | +45.7% |
| 3Y | +51.6% | +103.5% | -51.9% | +45.7% |
| 5Y | +23.5% | -65.5% | +88.9% | +20.6% |
| 10Y | +106.4% | +7.0% | +99.4% | +98.8% |
| All | +354.3% | -92.3% | +446.6% | +346.4% |
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