+106.8%
IOVA vs RACE
+26.8%
+80.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.3% |
| 7D | +1.9% | +3.9% | -2.1% | +0.1% |
| 30D | -44.1% | +7.4% | -51.6% | -46.2% |
| 3M | +28.9% | +1.6% | +27.3% | +27.5% |
| 6M | +125.7% | +23.3% | +102.4% | +101.8% |
| YTD | +199.3% | +14.7% | +184.6% | +174.9% |
| 1Y | +255.2% | +2.5% | +252.7% | +248.2% |
| 3Y | +106.8% | +28.0% | +78.9% | +61.7% |
| All | +106.8% | +26.8% | +80.0% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling