-64.9%
IOVA vs BNS
+93.4%
-158.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.5% |
| 7D | -2.2% | -1.3% | -0.9% | -1.2% |
| 30D | +31.7% | +4.0% | +27.7% | +26.7% |
| 3M | +117.3% | +13.8% | +103.5% | +92.2% |
| 6M | +55.8% | +32.7% | +23.1% | +20.9% |
| YTD | +208.8% | +27.6% | +181.2% | +145.8% |
| 1Y | +255.7% | +47.4% | +208.3% | +147.0% |
| 3Y | +41.7% | +129.0% | -87.3% | -32.5% |
| 5Y | -64.9% | +92.7% | -157.6% | -83.5% |
| All | -64.9% | +93.4% | -158.3% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling