+299.5%
IOVA vs BNS
+50.5%
+249.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | +9.7% | +1.5% | +8.2% | +9.3% |
| 30D | +102.5% | +6.0% | +96.6% | +99.2% |
| 3M | +100.7% | +16.3% | +84.3% | +88.6% |
| 6M | +106.3% | +27.3% | +79.0% | +82.0% |
| YTD | +222.0% | +28.5% | +193.5% | +186.5% |
| 1Y | +299.5% | +49.0% | +250.5% | +226.5% |
| All | +299.5% | +50.5% | +249.1% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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