+35.0%
IOVA vs BR
-5.0%
+40.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | -6.4% | -6.0% | -0.5% | -4.6% |
| 30D | +25.4% | -0.9% | +26.3% | +25.6% |
| 3M | +115.3% | +16.4% | +99.0% | +104.1% |
| 6M | +56.5% | -8.2% | +64.7% | +65.4% |
| YTD | +198.2% | -23.2% | +221.4% | +243.8% |
| 1Y | +242.0% | -30.9% | +272.9% | +320.8% |
| All | +35.0% | -5.0% | +40.0% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling