+103.5%
IOVA vs ADVB
-95.9%
+199.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +42.7% | -48.4% | -6.7% |
| 7D | -1.4% | +74.2% | -75.6% | -3.1% |
| 30D | -47.4% | -35.9% | -11.5% | -47.3% |
| 3M | +13.2% | -56.4% | +69.7% | +13.4% |
| 6M | +114.3% | -36.7% | +151.0% | +106.2% |
| YTD | +179.5% | -43.3% | +222.8% | +165.1% |
| 1Y | +200.4% | -63.4% | +263.8% | +197.9% |
| All | +103.5% | -95.9% | +199.3% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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