+255.7%
IOVA vs IBN
-8.0%
+263.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.4% |
| 7D | -2.2% | -5.1% | +2.9% | -0.2% |
| 30D | +31.7% | -3.5% | +35.2% | +33.6% |
| 3M | +117.3% | +11.3% | +106.0% | +114.3% |
| 6M | +55.8% | +4.4% | +51.4% | +51.3% |
| YTD | +208.8% | -1.8% | +210.6% | +197.2% |
| 1Y | +255.7% | -8.0% | +263.7% | +225.8% |
| All | +255.7% | -8.0% | +263.7% | +225.8% |
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