+79.2%
IOVA vs FGI
+2.3%
+76.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | 0.0% | -11.0% | -11.0% |
| 7D | -19.0% | -11.6% | -7.5% | -19.1% |
| 30D | -40.3% | -3.3% | -37.0% | -40.2% |
| 3M | +78.3% | +65.6% | +12.8% | +79.0% |
| 6M | +94.5% | -2.8% | +97.3% | +95.1% |
| YTD | +183.5% | +30.1% | +153.4% | +186.1% |
| 1Y | +327.6% | +50.2% | +277.5% | +332.9% |
| All | +79.2% | +2.3% | +76.9% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling