+265.5%
IOVA vs BAH
-27.4%
+292.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | +5.1% | -4.3% | +9.4% | +5.4% |
| 30D | +37.2% | -4.5% | +41.7% | +37.5% |
| 3M | +117.5% | -7.6% | +125.1% | +116.8% |
| 6M | +69.6% | -10.6% | +80.2% | +69.9% |
| YTD | +218.7% | -12.6% | +231.2% | +204.1% |
| 1Y | +265.5% | -27.0% | +292.5% | +254.7% |
| All | +265.5% | -27.4% | +292.9% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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