+46.2%
IOVA vs CLBK
+55.4%
-9.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | +5.1% | +1.1% | +3.9% | +4.5% |
| 30D | +37.2% | +7.8% | +29.5% | +32.0% |
| 3M | +117.5% | +23.9% | +93.6% | +95.4% |
| 6M | +69.6% | +42.3% | +27.3% | +42.4% |
| YTD | +218.7% | +65.4% | +153.3% | +144.9% |
| 1Y | +265.5% | +70.3% | +195.2% | +172.7% |
| 3Y | +46.2% | +54.5% | -8.2% | +12.9% |
| All | +46.2% | +55.4% | -9.2% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling