+32.0%
IOVA vs RACE
+658.9%
-626.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.7% |
| 7D | -5.2% | +5.1% | -10.3% | -7.8% |
| 30D | -37.8% | +7.7% | -45.5% | -40.6% |
| 3M | +29.5% | +2.2% | +27.3% | +27.2% |
| 6M | +96.6% | +23.8% | +72.8% | +71.1% |
| YTD | +194.5% | +13.9% | +180.6% | +165.1% |
| 1Y | +248.1% | +3.8% | +244.3% | +231.1% |
| 3Y | +86.1% | +28.0% | +58.1% | +49.9% |
| 5Y | -67.8% | +64.9% | -132.8% | -78.5% |
| 10Y | +38.6% | +780.4% | -741.7% | -60.7% |
| All | +32.0% | +658.9% | -626.9% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling