+130.8%
IOVA vs BIYA
-99.9%
+230.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.6% |
| 7D | +1.9% | -7.8% | +9.7% | +2.1% |
| 30D | -44.1% | -38.5% | -5.6% | -43.5% |
| 3M | +28.9% | -59.5% | +88.4% | +30.8% |
| 6M | +125.7% | -89.2% | +214.9% | +124.4% |
| YTD | +199.3% | -97.1% | +296.4% | +205.5% |
| 1Y | +255.2% | -99.0% | +354.2% | +298.0% |
| All | +130.8% | -99.9% | +230.7% | +129.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling