+2.8%
IOVA vs IBN
+385.6%
-382.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | -3.5% | +1.9% | -5.3% | -4.0% |
| 30D | -45.4% | +22.1% | -67.5% | -49.1% |
| 3M | +19.0% | +17.1% | +1.9% | +12.5% |
| 6M | +112.0% | +35.5% | +76.5% | +91.5% |
| YTD | +184.2% | +16.8% | +167.4% | +168.7% |
| 1Y | +222.0% | +12.4% | +209.6% | +208.1% |
| 3Y | +92.6% | +58.0% | +34.5% | +66.5% |
| 5Y | -63.2% | +73.7% | -136.9% | -69.2% |
| All | +2.8% | +385.6% | -382.8% | -21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling