+378.0%
IOVA vs EQH
+18.6%
+359.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.3% |
| 7D | -41.3% | +2.8% | -44.1% | -42.0% |
| 30D | -38.5% | +3.9% | -42.4% | -39.7% |
| 3M | +99.5% | +16.3% | +83.2% | +82.8% |
| 6M | +126.0% | +37.1% | +88.9% | +91.0% |
| YTD | +218.7% | +20.2% | +198.5% | +169.1% |
| 1Y | +378.0% | +17.9% | +360.1% | +307.9% |
| All | +378.0% | +18.6% | +359.4% | +307.9% |
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