+255.7%
IOVA vs BB
+100.8%
+154.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.9% |
| 7D | -2.2% | +1.8% | -4.0% | -2.5% |
| 30D | +31.7% | -12.2% | +43.9% | +34.2% |
| 3M | +117.3% | -12.3% | +129.6% | +113.1% |
| 6M | +55.8% | +122.7% | -66.9% | +17.7% |
| YTD | +208.8% | +104.5% | +104.3% | +134.2% |
| 1Y | +255.7% | +106.7% | +149.0% | +178.8% |
| All | +255.7% | +100.8% | +154.9% | +178.8% |
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