-64.0%
IOVA vs BBIO
+136.9%
-200.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.7% | +1.3% | -2.2% |
| 7D | -6.4% | -3.9% | -2.6% | -5.4% |
| 30D | +25.4% | -13.4% | +38.8% | +30.4% |
| 3M | +115.3% | +7.6% | +107.8% | +110.6% |
| 6M | +56.5% | -2.4% | +59.0% | +57.3% |
| YTD | +198.2% | -5.2% | +203.4% | +199.1% |
| 1Y | +242.0% | +36.9% | +205.1% | +209.9% |
| 3Y | +36.8% | +155.2% | -118.4% | +2.3% |
| 5Y | -64.3% | +44.0% | -108.2% | -79.1% |
| All | -64.0% | +136.9% | -200.8% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling