+255.7%
IOVA vs BWA
+48.6%
+207.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.9% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +31.7% | -5.6% | +37.3% | +32.8% |
| 3M | +117.3% | -10.7% | +128.0% | +121.3% |
| 6M | +55.8% | +23.2% | +32.7% | +50.7% |
| YTD | +208.8% | +46.0% | +162.8% | +185.5% |
| 1Y | +255.7% | +51.2% | +204.5% | +223.7% |
| All | +255.7% | +48.6% | +207.0% | +223.7% |
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