+6.4%
IOVA vs BUD
-4.5%
+10.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.0% |
| 7D | -7.0% | +0.5% | -7.5% | -7.3% |
| 30D | -44.4% | +7.4% | -51.8% | -46.1% |
| 3M | +24.7% | +4.3% | +20.3% | +21.7% |
| 6M | +118.6% | +5.3% | +113.4% | +111.5% |
| YTD | +196.3% | +33.2% | +163.1% | +158.3% |
| 1Y | +205.3% | +31.8% | +173.5% | +166.9% |
| 3Y | +103.8% | +47.8% | +56.0% | +70.1% |
| 5Y | -65.6% | +50.2% | -115.7% | -71.8% |
| 10Y | +6.4% | -4.8% | +11.3% | -6.3% |
| All | +6.4% | -4.5% | +10.9% | -6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling