+4.1%
IOVA vs BR
+189.7%
-185.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.8% |
| 7D | -2.2% | -3.0% | +0.8% | -0.6% |
| 30D | +27.6% | -0.3% | +27.9% | +27.6% |
| 3M | +117.2% | +17.3% | +99.9% | +96.9% |
| 6M | +77.7% | -6.7% | +84.4% | +82.0% |
| YTD | +215.0% | -23.4% | +238.5% | +259.8% |
| 1Y | +255.4% | -32.7% | +288.0% | +338.8% |
| 3Y | +42.6% | -5.9% | +48.5% | +41.0% |
| 5Y | -62.2% | +8.4% | -70.7% | -66.9% |
| All | +4.1% | +189.7% | -185.6% | -39.8% |
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