+86.1%
IOVA vs BBWI
-28.0%
+114.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.3% | +7.1% | +4.8% |
| 7D | -5.2% | -6.2% | +1.0% | -3.5% |
| 30D | -37.8% | +19.9% | -57.7% | -42.0% |
| 3M | +29.5% | +7.1% | +22.3% | +23.4% |
| 6M | +96.6% | +13.7% | +82.9% | +79.6% |
| YTD | +194.5% | +9.6% | +184.9% | +165.5% |
| 1Y | +248.1% | -1.6% | +249.7% | +221.7% |
| 3Y | +86.1% | -25.9% | +112.0% | +79.4% |
| All | +86.1% | -28.0% | +114.2% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling