+9.7%
IOVA vs BB
+3.7%
+6.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.5% |
| 7D | +5.1% | +0.5% | +4.6% | +4.9% |
| 30D | +37.2% | -12.4% | +49.6% | +41.0% |
| 3M | +117.5% | -15.3% | +132.8% | +121.0% |
| 6M | +69.6% | +128.8% | -59.2% | +33.8% |
| YTD | +218.7% | +107.7% | +111.0% | +157.1% |
| 1Y | +265.5% | +103.9% | +161.7% | +193.4% |
| 3Y | +46.2% | +72.6% | -26.4% | +15.3% |
| 5Y | -63.2% | -24.3% | -39.0% | -67.2% |
| All | +9.7% | +3.7% | +6.0% | -32.7% |
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