+378.0%
IOVA vs FWONK
+0.2%
+377.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.0% | -1.1% |
| 7D | -41.3% | +8.9% | -50.1% | -40.6% |
| 30D | -38.5% | +4.1% | -42.7% | -37.9% |
| 3M | +99.5% | +2.6% | +96.9% | +101.7% |
| 6M | +126.0% | +12.2% | +113.8% | +134.0% |
| YTD | +218.7% | +0.4% | +218.3% | +267.0% |
| 1Y | +378.0% | -1.8% | +379.8% | +579.3% |
| All | +378.0% | +0.2% | +377.9% | +579.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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