+7.0%
IOVA vs IBN
+364.2%
-357.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.5% |
| 7D | -8.5% | +15.8% | -24.3% | -12.8% |
| 30D | -44.7% | +25.1% | -69.8% | -48.8% |
| 3M | +26.2% | +16.0% | +10.3% | +19.7% |
| 6M | +123.2% | +32.8% | +90.4% | +102.9% |
| YTD | +196.0% | +18.0% | +177.9% | +178.9% |
| 1Y | +240.9% | +15.9% | +225.0% | +223.1% |
| 3Y | +103.5% | +57.6% | +45.9% | +76.0% |
| 5Y | -65.5% | +74.7% | -140.2% | -71.2% |
| 10Y | +7.0% | +373.9% | -366.9% | -17.2% |
| All | +7.0% | +364.2% | -357.1% | -17.2% |
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