+716.0%
INTU vs IOVA
-91.6%
+807.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.4% |
| 7D | -7.1% | +9.7% | -16.8% | -7.3% |
| 30D | +1.5% | +102.5% | -101.1% | -0.3% |
| 3M | +10.7% | +100.7% | -90.0% | +8.6% |
| 6M | -23.8% | +106.3% | -130.2% | -25.5% |
| YTD | -49.3% | +222.0% | -271.3% | -51.0% |
| 1Y | -49.7% | +299.5% | -349.2% | -51.7% |
| 3Y | -38.0% | +42.9% | -80.9% | -40.3% |
| 5Y | -38.7% | -65.0% | +26.2% | -40.2% |
| 10Y | +221.3% | +10.3% | +211.0% | +209.4% |
| All | +716.0% | -91.6% | +807.6% | +650.3% |
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