+299.5%
IOVA vs BBWI
-34.3%
+333.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +1.0% |
| 7D | +9.7% | +1.5% | +8.2% | +9.7% |
| 30D | +102.5% | -5.2% | +107.7% | +103.2% |
| 3M | +100.7% | +11.1% | +89.6% | +97.3% |
| 6M | +106.3% | -13.4% | +119.7% | +104.5% |
| YTD | +222.0% | +0.1% | +221.9% | +220.5% |
| 1Y | +299.5% | -36.1% | +335.7% | +280.6% |
| All | +299.5% | -34.3% | +333.8% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling