+378.0%
IOVA vs GAP
+10.4%
+367.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.0% | -9.5% | -0.7% |
| 7D | -41.3% | +8.0% | -49.2% | -40.6% |
| 30D | -38.5% | +2.7% | -41.2% | -38.0% |
| 3M | +99.5% | +16.0% | +83.5% | +103.7% |
| 6M | +126.0% | +2.0% | +124.0% | +130.0% |
| YTD | +218.7% | -4.4% | +223.1% | +226.6% |
| 1Y | +378.0% | +9.2% | +368.8% | +420.3% |
| All | +378.0% | +10.4% | +367.6% | +420.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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