+265.5%
IOVA vs FHN
+13.8%
+251.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -1.2% |
| 7D | +5.1% | +2.7% | +2.4% | +5.6% |
| 30D | +37.2% | -3.1% | +40.3% | +36.4% |
| 3M | +117.5% | +2.3% | +115.2% | +111.8% |
| 6M | +69.6% | +9.7% | +59.9% | +64.5% |
| YTD | +218.7% | +4.7% | +213.9% | +208.7% |
| 1Y | +265.5% | +13.8% | +251.8% | +266.1% |
| All | +265.5% | +13.8% | +251.7% | +266.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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