+248.1%
IOVA vs GPC
+2.6%
+245.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.0% |
| 7D | -5.2% | +1.6% | -6.8% | -5.3% |
| 30D | -37.8% | -2.1% | -35.7% | -37.8% |
| 3M | +29.5% | -6.8% | +36.3% | +30.4% |
| 6M | +96.6% | +18.6% | +78.0% | +87.4% |
| YTD | +194.5% | +2.7% | +191.8% | +191.4% |
| 1Y | +248.1% | +1.8% | +246.3% | +232.6% |
| All | +248.1% | +2.6% | +245.4% | +232.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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