+254.2%
IOVA vs INDA
-8.3%
+262.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.4% |
| 7D | -2.2% | -2.6% | +0.4% | -0.2% |
| 30D | +31.7% | -2.9% | +34.7% | +34.8% |
| 3M | +117.3% | +2.4% | +114.9% | +111.6% |
| 6M | +55.8% | -2.6% | +58.4% | +54.5% |
| YTD | +208.8% | -10.0% | +218.7% | +200.2% |
| All | +254.2% | -8.3% | +262.5% | +237.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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