+51.6%
IOVA vs BB
+59.1%
-7.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.7% | -5.6% | +15.4% | +11.3% |
| 30D | +102.5% | -11.8% | +114.3% | +108.4% |
| 3M | +100.7% | -25.5% | +126.2% | +111.0% |
| 6M | +106.3% | +121.3% | -14.9% | +54.0% |
| YTD | +222.0% | +103.2% | +118.8% | +146.0% |
| 1Y | +299.5% | +102.6% | +196.9% | +201.1% |
| All | +51.6% | +59.1% | -7.5% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling