+299.5%
IOVA vs SHAK
-34.0%
+333.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +9.7% | -0.7% | +10.4% | +9.8% |
| 30D | +102.5% | -6.6% | +109.2% | +103.0% |
| 3M | +100.7% | +30.1% | +70.6% | +90.9% |
| 6M | +106.3% | -28.7% | +135.1% | +120.7% |
| YTD | +222.0% | -14.5% | +236.5% | +245.7% |
| 1Y | +299.5% | -31.9% | +331.4% | +339.0% |
| All | +299.5% | -34.0% | +333.6% | +339.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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