+114.4%
IOVA vs ADVB
-97.5%
+211.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.2% | -0.3% | +3.7% |
| 7D | -5.2% | -13.9% | +8.7% | -4.7% |
| 30D | -37.8% | -68.1% | +30.3% | -36.7% |
| 3M | +29.5% | -73.4% | +102.9% | +31.7% |
| 6M | +96.6% | -70.8% | +167.4% | +95.3% |
| YTD | +194.5% | -66.1% | +260.6% | +183.9% |
| 1Y | +248.1% | -77.5% | +325.6% | +249.7% |
| All | +114.4% | -97.5% | +211.9% | +208.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling