+42.6%
IOVA vs BRKR
-11.8%
+54.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.2% | +5.9% | +5.7% |
| 7D | -2.2% | -8.7% | +6.5% | +1.3% |
| 30D | +27.6% | -9.9% | +37.4% | +33.0% |
| 3M | +117.2% | -3.1% | +120.3% | +113.1% |
| 6M | +77.7% | +45.5% | +32.2% | +36.7% |
| YTD | +215.0% | +13.7% | +201.3% | +171.7% |
| 1Y | +255.4% | +67.4% | +187.9% | +136.4% |
| 3Y | +42.6% | -13.2% | +55.8% | +32.0% |
| All | +42.6% | -11.8% | +54.4% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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