-92.0%
IOVA vs BB
-84.4%
-7.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.7% | -5.6% | +15.4% | +10.9% |
| 30D | +102.5% | -11.8% | +114.3% | +106.9% |
| 3M | +100.7% | -25.5% | +126.2% | +108.8% |
| 6M | +106.3% | +121.3% | -14.9% | +71.8% |
| YTD | +222.0% | +103.2% | +118.8% | +172.4% |
| 1Y | +299.5% | +102.6% | +196.9% | +236.1% |
| 3Y | +42.9% | +37.5% | +5.4% | +23.4% |
| 5Y | -65.0% | -30.4% | -34.5% | -67.3% |
| 10Y | +10.3% | 0.0% | +10.3% | -17.4% |
| All | -92.0% | -84.4% | -7.6% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling