+200.4%
IOVA vs BBWI
+1.2%
+199.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.9% | -2.7% | -5.7% |
| 7D | -1.4% | -4.5% | +3.1% | -1.5% |
| 30D | -47.4% | +17.1% | -64.5% | -47.6% |
| 3M | +13.2% | +17.5% | -4.3% | +12.4% |
| 6M | +114.3% | +12.8% | +101.5% | +110.6% |
| YTD | +179.5% | +8.2% | +171.3% | +176.1% |
| 1Y | +200.4% | -1.8% | +202.2% | +198.2% |
| All | +200.4% | +1.2% | +199.2% | +198.2% |
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