+378.0%
IOVA vs CPAY
+59.0%
+319.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.0% | -4.4% | -2.2% |
| 7D | -41.3% | +5.7% | -47.0% | -42.2% |
| 30D | -38.5% | +4.2% | -42.7% | -39.2% |
| 3M | +99.5% | +5.6% | +94.0% | +95.9% |
| 6M | +126.0% | +34.7% | +91.3% | +104.3% |
| YTD | +218.7% | +39.1% | +179.6% | +168.0% |
| 1Y | +378.0% | +60.3% | +317.7% | +171.5% |
| All | +378.0% | +59.0% | +319.0% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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