+378.0%
IOVA vs RACE
+10.6%
+367.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.3% | -5.7% | -2.6% |
| 7D | -41.3% | +9.9% | -51.2% | -42.8% |
| 30D | -38.5% | +12.8% | -51.3% | -40.7% |
| 3M | +99.5% | +7.4% | +92.2% | +95.7% |
| 6M | +126.0% | +27.6% | +98.4% | +112.0% |
| YTD | +218.7% | +18.4% | +200.3% | +203.9% |
| 1Y | +378.0% | +9.5% | +368.5% | +386.9% |
| All | +378.0% | +10.6% | +367.5% | +386.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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