+242.0%
IOVA vs FLR
+30.6%
+211.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.2% |
| 7D | -6.4% | -6.9% | +0.4% | -5.7% |
| 30D | +25.4% | +1.1% | +24.3% | +25.2% |
| 3M | +115.3% | +14.3% | +101.0% | +109.2% |
| 6M | +56.5% | +19.1% | +37.4% | +50.9% |
| YTD | +198.2% | +35.1% | +163.0% | +198.7% |
| 1Y | +242.0% | +29.5% | +212.5% | +235.4% |
| All | +242.0% | +30.6% | +211.4% | +235.4% |
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