+299.5%
IOVA vs BR
-29.1%
+328.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.2% |
| 7D | +9.7% | -5.3% | +15.0% | +10.1% |
| 30D | +102.5% | +6.4% | +96.1% | +101.9% |
| 3M | +100.7% | +13.6% | +87.0% | +101.5% |
| 6M | +106.3% | -6.7% | +113.0% | +121.6% |
| YTD | +222.0% | -21.1% | +243.1% | +252.8% |
| 1Y | +299.5% | -29.6% | +329.1% | +370.5% |
| All | +299.5% | -29.1% | +328.6% | +370.5% |
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