+299.5%
IOVA vs FWONK
-4.6%
+304.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | +9.7% | -6.2% | +15.9% | +10.2% |
| 30D | +102.5% | -0.6% | +103.1% | +102.7% |
| 3M | +100.7% | +11.1% | +89.6% | +105.1% |
| 6M | +106.3% | +11.7% | +94.6% | +110.7% |
| YTD | +222.0% | -3.1% | +225.0% | +239.1% |
| 1Y | +299.5% | -4.2% | +303.7% | +332.7% |
| All | +299.5% | -4.6% | +304.1% | +332.7% |
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