+299.5%
IOVA vs CPB
-32.6%
+332.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.6% |
| 7D | +9.7% | -8.6% | +18.3% | +11.2% |
| 30D | +102.5% | -7.2% | +109.8% | +104.3% |
| 3M | +100.7% | +0.9% | +99.8% | +95.9% |
| 6M | +106.3% | -11.8% | +118.1% | +111.3% |
| YTD | +222.0% | -19.4% | +241.4% | +236.0% |
| 1Y | +299.5% | -30.4% | +329.9% | +365.9% |
| All | +299.5% | -32.6% | +332.2% | +365.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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