+205.3%
IOVA vs RACE
+0.7%
+204.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -7.0% | -3.9% | -3.2% | -5.9% |
| 30D | -44.4% | +6.8% | -51.3% | -45.4% |
| 3M | +24.7% | +1.3% | +23.3% | +24.3% |
| 6M | +118.6% | +26.3% | +92.4% | +107.6% |
| YTD | +196.3% | +13.8% | +182.5% | +180.6% |
| 1Y | +205.3% | -0.5% | +205.7% | +200.8% |
| All | +205.3% | +0.7% | +204.6% | +200.8% |
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