+378.0%
IOVA vs CNI
+37.5%
+340.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.3% |
| 7D | -41.3% | +3.7% | -45.0% | -41.1% |
| 30D | -38.5% | +8.1% | -46.6% | -38.2% |
| 3M | +99.5% | +1.9% | +97.7% | +99.5% |
| 6M | +126.0% | +19.2% | +106.8% | +124.4% |
| YTD | +218.7% | +32.7% | +186.0% | +237.1% |
| 1Y | +378.0% | +37.0% | +341.0% | +422.7% |
| All | +378.0% | +37.5% | +340.5% | +422.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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