+378.0%
IOVA vs BR
-14.2%
+392.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.0% | -4.5% | -1.2% |
| 7D | -41.3% | +7.0% | -48.2% | -40.9% |
| 30D | -38.5% | +19.0% | -57.5% | -38.1% |
| 3M | +99.5% | +13.1% | +86.5% | +100.5% |
| 6M | +126.0% | +24.6% | +101.3% | +131.0% |
| YTD | +218.7% | -13.6% | +232.3% | +229.4% |
| 1Y | +378.0% | -13.1% | +391.1% | +415.6% |
| All | +378.0% | -14.2% | +392.3% | +415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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