+2.8%
IOVA vs BB
+21.8%
-19.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.3% |
| 7D | -3.5% | +1.8% | -5.3% | -3.9% |
| 30D | -45.4% | +8.1% | -53.5% | -46.2% |
| 3M | +19.0% | -1.0% | +20.0% | +18.8% |
| 6M | +112.0% | +45.9% | +66.1% | +88.0% |
| YTD | +184.2% | +134.8% | +49.4% | +122.6% |
| 1Y | +222.0% | +104.6% | +117.4% | +160.0% |
| 3Y | +92.6% | +152.8% | -60.3% | +39.7% |
| 5Y | -63.2% | -17.4% | -45.7% | -67.8% |
| All | +2.8% | +21.8% | -19.0% | -38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling