+235.3%
INTU vs IOVA
+28.7%
+206.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | -3.9% | +1.9% | -5.8% | -4.2% |
| 30D | +11.7% | -44.1% | +55.8% | +16.0% |
| 3M | +4.5% | +28.9% | -24.4% | -0.1% |
| 6M | -13.9% | +125.7% | -139.6% | -23.4% |
| YTD | -48.2% | +199.3% | -247.5% | -56.1% |
| 1Y | -47.1% | +255.2% | -302.4% | -56.2% |
| 3Y | -32.5% | +106.8% | -139.3% | -47.6% |
| 5Y | -42.6% | -67.1% | +24.5% | -48.3% |
| 10Y | +235.3% | +16.7% | +218.6% | +160.2% |
| All | +235.3% | +28.7% | +206.6% | +160.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling