+2.8%
IOVA vs BR
+277.7%
-274.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.4% |
| 7D | -3.5% | +1.1% | -4.6% | -4.0% |
| 30D | -45.4% | +14.4% | -59.8% | -49.6% |
| 3M | +19.0% | +12.4% | +6.6% | +10.5% |
| 6M | +112.0% | +35.4% | +76.6% | +74.9% |
| YTD | +184.2% | -12.2% | +196.4% | +199.6% |
| 1Y | +222.0% | -12.7% | +234.7% | +240.6% |
| 3Y | +92.6% | +14.3% | +78.3% | +68.9% |
| 5Y | -63.2% | +19.3% | -82.5% | -69.6% |
| All | +2.8% | +277.7% | -274.9% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling