+16.7%
IOVA vs BUD
-8.7%
+25.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | +1.9% | +1.3% | +0.5% | +1.1% |
| 30D | -44.1% | +10.0% | -54.2% | -46.3% |
| 3M | +28.9% | +1.6% | +27.3% | +27.2% |
| 6M | +125.7% | +6.5% | +119.2% | +117.5% |
| YTD | +199.3% | +34.8% | +164.4% | +160.1% |
| 1Y | +255.2% | +36.5% | +218.8% | +206.9% |
| 3Y | +106.8% | +49.0% | +57.9% | +72.6% |
| 5Y | -67.1% | +51.7% | -118.8% | -73.1% |
| 10Y | +16.7% | -7.5% | +24.3% | +2.5% |
| All | +16.7% | -8.7% | +25.5% | +2.5% |
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