+42.6%
IOVA vs BBIO
+154.4%
-111.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.7% | +5.7% |
| 7D | -2.2% | -3.2% | +1.0% | -0.8% |
| 30D | +27.6% | -13.6% | +41.2% | +35.8% |
| 3M | +117.2% | +7.2% | +109.9% | +109.6% |
| 6M | +77.7% | +1.5% | +76.2% | +75.4% |
| YTD | +215.0% | -5.3% | +220.3% | +215.5% |
| 1Y | +255.4% | +37.7% | +217.7% | +199.4% |
| 3Y | +42.6% | +153.9% | -111.3% | -30.3% |
| All | +42.6% | +154.4% | -111.8% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling