+39.8%
IOVA vs CPAY
+48.3%
-8.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.9% |
| 7D | -2.2% | -2.5% | +0.3% | -0.5% |
| 30D | +31.7% | +1.3% | +30.4% | +30.1% |
| 3M | +117.3% | +13.5% | +103.8% | +97.6% |
| 6M | +55.8% | +24.7% | +31.1% | +31.1% |
| YTD | +208.8% | +34.9% | +173.8% | +133.8% |
| 1Y | +255.7% | +29.7% | +226.0% | +177.7% |
| All | +39.8% | +48.3% | -8.5% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling