-52.0%
INTU vs IOVA
+250.8%
-302.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.2% |
| 7D | -7.5% | +5.1% | -12.6% | -7.4% |
| 30D | -1.9% | +37.2% | -39.2% | -1.3% |
| 3M | +4.9% | +117.5% | -112.6% | +6.3% |
| 6M | -33.2% | +69.6% | -102.8% | -31.0% |
| YTD | -51.4% | +218.7% | -270.1% | -51.7% |
| 1Y | -52.0% | +265.5% | -317.5% | -52.2% |
| All | -52.0% | +250.8% | -302.8% | -52.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling