+378.0%
IOVA vs QSR
+23.8%
+354.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.5% | -6.9% | -1.3% |
| 7D | -41.3% | +5.2% | -46.4% | -41.1% |
| 30D | -38.5% | +12.2% | -50.7% | -37.9% |
| 3M | +99.5% | +7.0% | +92.5% | +102.1% |
| 6M | +126.0% | -0.3% | +126.3% | +129.3% |
| YTD | +218.7% | +18.0% | +200.7% | +212.3% |
| 1Y | +378.0% | +22.6% | +355.4% | +346.6% |
| All | +378.0% | +23.8% | +354.2% | +346.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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