+240.9%
IOVA vs ALLE
+14.8%
+226.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.2% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | -44.7% | +25.9% | -70.7% | -42.3% |
| 3M | +26.2% | +14.9% | +11.4% | +30.0% |
| 6M | +123.2% | +42.1% | +81.1% | +138.9% |
| YTD | +196.0% | +20.4% | +175.6% | +209.5% |
| 1Y | +240.9% | +14.9% | +226.1% | +271.4% |
| All | +240.9% | +14.8% | +226.1% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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