+2.8%
IOVA vs RACE
+729.2%
-726.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +0.9% |
| 7D | -3.5% | -1.2% | -2.3% | -2.7% |
| 30D | -45.4% | +6.1% | -51.5% | -47.5% |
| 3M | +19.0% | -0.3% | +19.3% | +18.8% |
| 6M | +112.0% | +23.4% | +88.6% | +83.7% |
| YTD | +184.2% | +12.5% | +171.7% | +156.4% |
| 1Y | +222.0% | -0.5% | +222.5% | +213.5% |
| 3Y | +92.6% | +23.6% | +68.9% | +55.7% |
| 5Y | -63.2% | +65.4% | -128.6% | -76.3% |
| All | +2.8% | +729.2% | -726.4% | -78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling