+299.5%
IOVA vs HRB
+1.1%
+298.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +0.6% |
| 7D | +9.7% | -5.7% | +15.4% | +9.0% |
| 30D | +102.5% | +7.9% | +94.6% | +105.3% |
| 3M | +100.7% | +32.1% | +68.6% | +111.5% |
| 6M | +106.3% | +62.2% | +44.1% | +131.5% |
| YTD | +222.0% | +16.4% | +205.6% | +251.3% |
| 1Y | +299.5% | -0.3% | +299.8% | +366.9% |
| All | +299.5% | +1.1% | +298.5% | +366.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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