+39.8%
IOVA vs BNS
+127.2%
-87.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.3% |
| 7D | -2.2% | -1.3% | -0.9% | -1.0% |
| 30D | +31.7% | +4.0% | +27.7% | +25.7% |
| 3M | +117.3% | +13.8% | +103.5% | +86.2% |
| 6M | +55.8% | +32.7% | +23.1% | +12.4% |
| YTD | +208.8% | +27.6% | +181.2% | +129.9% |
| 1Y | +255.7% | +47.4% | +208.3% | +118.1% |
| All | +39.8% | +127.2% | -87.4% | -54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling