+299.5%
IOVA vs EQH
+2.5%
+297.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.6% |
| 7D | +9.7% | +5.5% | +4.2% | +6.6% |
| 30D | +102.5% | +3.2% | +99.3% | +98.7% |
| 3M | +100.7% | +32.5% | +68.1% | +73.7% |
| 6M | +106.3% | +33.7% | +72.6% | +77.0% |
| YTD | +222.0% | +13.4% | +208.5% | +183.6% |
| 1Y | +299.5% | +0.6% | +299.0% | +246.4% |
| All | +299.5% | +2.5% | +297.1% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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