+299.5%
IOVA vs BIYA
-98.3%
+397.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.1% |
| 7D | +9.7% | +1.3% | +8.4% | +9.7% |
| 30D | +102.5% | -21.0% | +123.5% | +103.6% |
| 3M | +100.7% | -74.3% | +175.0% | +102.2% |
| 6M | +106.3% | -84.6% | +191.0% | +103.2% |
| YTD | +222.0% | -94.2% | +316.1% | +230.1% |
| 1Y | +299.5% | -98.2% | +397.8% | +347.3% |
| All | +299.5% | -98.3% | +397.9% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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