-92.8%
IOVA vs CPAY
+1,528.2%
-1,620.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | +0.2% |
| 7D | +5.1% | +0.6% | +4.5% | +4.8% |
| 30D | +37.2% | +3.6% | +33.6% | +34.2% |
| 3M | +117.5% | +16.6% | +100.9% | +98.1% |
| 6M | +69.6% | +29.5% | +40.1% | +44.4% |
| YTD | +218.7% | +35.3% | +183.4% | +158.2% |
| 1Y | +265.5% | +30.6% | +234.9% | +203.3% |
| 3Y | +46.2% | +49.7% | -3.5% | +13.5% |
| 5Y | -63.2% | +54.4% | -117.7% | -72.8% |
| 10Y | +6.1% | +142.8% | -136.7% | -45.1% |
| All | -92.8% | +1,528.2% | -1,620.9% | -97.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling