+378.0%
IOVA vs BWA
+17.4%
+360.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.1% | -1.0% |
| 7D | -41.3% | -9.9% | -31.4% | -39.9% |
| 30D | -38.5% | -16.4% | -22.2% | -36.9% |
| 3M | +99.5% | -19.8% | +119.4% | +103.9% |
| 6M | +126.0% | -10.0% | +135.9% | +128.8% |
| YTD | +218.7% | +12.7% | +205.9% | +219.8% |
| 1Y | +378.0% | +15.7% | +362.4% | +378.6% |
| All | +378.0% | +17.4% | +360.7% | +378.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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