+378.0%
IOVA vs FLR
+2.5%
+375.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -41.3% | +1.4% | -42.6% | -41.3% |
| 30D | -38.5% | -5.9% | -32.6% | -38.3% |
| 3M | +99.5% | -7.6% | +107.2% | +100.1% |
| 6M | +126.0% | -9.3% | +135.3% | +127.0% |
| YTD | +218.7% | +20.1% | +198.5% | +261.9% |
| 1Y | +378.0% | +3.0% | +375.0% | +395.2% |
| All | +378.0% | +2.5% | +375.5% | +395.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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