+265.5%
IOVA vs BUD
+35.5%
+230.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -1.0% |
| 7D | +5.1% | +0.8% | +4.3% | +5.1% |
| 30D | +37.2% | -4.8% | +42.0% | +37.6% |
| 3M | +117.5% | +1.4% | +116.1% | +113.7% |
| 6M | +69.6% | +9.9% | +59.7% | +64.6% |
| YTD | +218.7% | +26.3% | +192.3% | +220.4% |
| 1Y | +265.5% | +36.1% | +229.4% | +274.8% |
| All | +265.5% | +35.5% | +230.1% | +274.8% |
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