+378.0%
IOVA vs RGEN
+19.5%
+358.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | -41.3% | -3.5% | -37.7% | -40.4% |
| 30D | -38.5% | -6.0% | -32.6% | -37.0% |
| 3M | +99.5% | +19.0% | +80.6% | +88.5% |
| 6M | +126.0% | +50.7% | +75.2% | +89.2% |
| YTD | +218.7% | +8.8% | +209.9% | +234.0% |
| 1Y | +378.0% | +21.3% | +356.7% | +349.4% |
| All | +378.0% | +19.5% | +358.5% | +349.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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