+299.5%
IOVA vs RACE
-16.2%
+315.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.6% |
| 7D | +9.7% | -2.5% | +12.3% | +10.6% |
| 30D | +102.5% | +0.8% | +101.8% | +102.2% |
| 3M | +100.7% | +17.2% | +83.5% | +91.6% |
| 6M | +106.3% | +13.6% | +92.8% | +98.7% |
| YTD | +222.0% | +12.2% | +209.8% | +211.1% |
| 1Y | +299.5% | -16.3% | +315.8% | +326.6% |
| All | +299.5% | -16.2% | +315.8% | +326.6% |
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