+378.0%
IOVA vs ALLY
+4.2%
+373.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.8% | -5.3% | -1.3% |
| 7D | -41.3% | +2.4% | -43.6% | -41.0% |
| 30D | -38.5% | +5.6% | -44.1% | -38.4% |
| 3M | +99.5% | -11.7% | +111.2% | +102.8% |
| 6M | +126.0% | -7.0% | +133.0% | +124.7% |
| YTD | +218.7% | -10.4% | +229.1% | +211.5% |
| 1Y | +378.0% | +2.4% | +375.6% | +404.0% |
| All | +378.0% | +4.2% | +373.8% | +404.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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