+6.1%
IOVA vs CPB
-45.7%
+51.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | +5.1% | -8.2% | +13.3% | +6.2% |
| 30D | +37.2% | -5.6% | +42.8% | +38.1% |
| 3M | +117.5% | +3.0% | +114.5% | +115.2% |
| 6M | +69.6% | -12.7% | +82.3% | +72.0% |
| YTD | +218.7% | -18.0% | +236.7% | +225.1% |
| 1Y | +265.5% | -31.7% | +297.3% | +283.0% |
| 3Y | +46.2% | -41.0% | +87.2% | +54.1% |
| 5Y | -63.2% | -38.4% | -24.9% | -61.7% |
| 10Y | +6.1% | -45.0% | +51.0% | +19.0% |
| All | +6.1% | -45.7% | +51.8% | +19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling