+86.1%
IOVA vs FIVE
+34.8%
+51.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.0% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -37.8% | +17.7% | -55.4% | -41.0% |
| 3M | +29.5% | +4.0% | +25.5% | +26.2% |
| 6M | +96.6% | +2.6% | +94.0% | +90.8% |
| YTD | +194.5% | +27.6% | +166.9% | +163.9% |
| 1Y | +248.1% | +59.9% | +188.1% | +188.4% |
| 3Y | +86.1% | +35.8% | +50.3% | +31.0% |
| All | +86.1% | +34.8% | +51.3% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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