+6.3%
IOVA vs BB
+28.0%
-21.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -8.5% | +11.6% | -20.1% | -10.9% |
| 30D | -44.7% | +2.6% | -47.3% | -44.9% |
| 3M | +26.2% | +3.5% | +22.7% | +24.6% |
| 6M | +123.2% | +43.5% | +79.7% | +98.6% |
| YTD | +196.0% | +141.2% | +54.8% | +130.3% |
| 1Y | +240.9% | +97.4% | +143.5% | +177.6% |
| 3Y | +103.5% | +151.1% | -47.6% | +47.8% |
| 5Y | -65.5% | -12.8% | -52.7% | -70.2% |
| All | +6.3% | +28.0% | -21.7% | -37.3% |
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