+204.9%
IOVA vs BB
+98.3%
+106.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -8.5% | +11.6% | -20.1% | -11.0% |
| 30D | -44.7% | +2.6% | -47.3% | -44.8% |
| 3M | +26.2% | +3.5% | +22.7% | +25.0% |
| 6M | +123.2% | +43.5% | +79.7% | +86.1% |
| YTD | +196.0% | +141.2% | +54.8% | +89.7% |
| All | +204.9% | +98.3% | +106.6% | +108.0% |
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