+378.0%
IOVA vs IBN
+4.2%
+373.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.8% | -5.2% | -2.6% |
| 7D | -41.3% | +8.9% | -50.2% | -43.1% |
| 30D | -38.5% | +12.6% | -51.2% | -41.8% |
| 3M | +99.5% | +3.1% | +96.5% | +99.3% |
| 6M | +126.0% | +20.6% | +105.4% | +110.7% |
| YTD | +218.7% | +5.8% | +212.9% | +209.8% |
| 1Y | +378.0% | +3.7% | +374.4% | +353.5% |
| All | +378.0% | +4.2% | +373.8% | +353.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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