+378.0%
IOVA vs CPB
-18.4%
+396.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.9% | -7.4% | -1.3% |
| 7D | -41.3% | +13.0% | -54.2% | -41.1% |
| 30D | -38.5% | +20.5% | -59.0% | -38.8% |
| 3M | +99.5% | +2.2% | +97.3% | +100.7% |
| 6M | +126.0% | +15.4% | +110.6% | +118.7% |
| YTD | +218.7% | -12.3% | +231.0% | +227.2% |
| 1Y | +378.0% | -18.0% | +396.0% | +409.9% |
| All | +378.0% | -18.4% | +396.5% | +409.9% |
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