+27.2%
IOVA vs FWONK
+274.4%
-247.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +5.1% | -2.1% | +7.1% | +6.1% |
| 30D | +37.2% | -7.7% | +44.9% | +42.1% |
| 3M | +117.5% | +9.3% | +108.2% | +108.7% |
| 6M | +69.6% | +13.3% | +56.2% | +58.7% |
| YTD | +218.7% | -3.6% | +222.3% | +218.5% |
| 1Y | +265.5% | -6.8% | +272.3% | +270.3% |
| 3Y | +46.2% | +43.9% | +2.4% | +16.5% |
| 5Y | -63.2% | +94.4% | -157.7% | -75.4% |
| 10Y | +6.1% | +353.8% | -347.7% | -53.3% |
| All | +27.2% | +274.4% | -247.2% | -48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling