-47.5%
INTU vs IOVA
+237.6%
-285.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -0.9% |
| 7D | -3.9% | +1.9% | -5.8% | -3.8% |
| 30D | +11.7% | -44.1% | +55.8% | +10.2% |
| 3M | +4.5% | +28.9% | -24.4% | +5.7% |
| 6M | -13.9% | +125.7% | -139.6% | -11.6% |
| YTD | -48.2% | +199.3% | -247.5% | -48.0% |
| All | -47.5% | +237.6% | -285.1% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling