-61.9%
IOVA vs BBIO
+136.7%
-198.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.7% | +5.7% |
| 7D | -2.2% | -3.2% | +1.0% | -1.3% |
| 30D | +27.6% | -13.6% | +41.2% | +32.7% |
| 3M | +117.2% | +7.2% | +109.9% | +112.6% |
| 6M | +77.7% | +1.5% | +76.2% | +76.6% |
| YTD | +215.0% | -5.3% | +220.3% | +216.1% |
| 1Y | +255.4% | +37.7% | +217.7% | +221.5% |
| 3Y | +42.6% | +153.9% | -111.3% | +6.8% |
| 5Y | -62.2% | +43.9% | -106.1% | -77.9% |
| All | -61.9% | +136.7% | -198.6% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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