+299.5%
IOVA vs BB
+105.3%
+194.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.7% | -5.6% | +15.4% | +10.8% |
| 30D | +102.5% | -11.8% | +114.3% | +106.4% |
| 3M | +100.7% | -25.5% | +126.2% | +106.3% |
| 6M | +106.3% | +121.3% | -14.9% | +53.2% |
| YTD | +222.0% | +103.2% | +118.8% | +141.1% |
| 1Y | +299.5% | +102.6% | +196.9% | +190.5% |
| All | +299.5% | +105.3% | +194.2% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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