+299.5%
IOVA vs BUD
+36.8%
+262.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | +9.7% | +0.3% | +9.5% | +9.7% |
| 30D | +102.5% | -5.7% | +108.2% | +103.9% |
| 3M | +100.7% | +3.1% | +97.6% | +96.1% |
| 6M | +106.3% | +7.9% | +98.5% | +98.2% |
| YTD | +222.0% | +27.3% | +194.6% | +208.8% |
| 1Y | +299.5% | +37.8% | +261.7% | +269.9% |
| All | +299.5% | +36.8% | +262.7% | +269.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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