+378.0%
IOVA vs SONY
-6.4%
+384.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -2.2% |
| 7D | -41.3% | +2.9% | -44.2% | -41.9% |
| 30D | -38.5% | +10.2% | -48.8% | -41.1% |
| 3M | +99.5% | +16.1% | +83.4% | +86.8% |
| 6M | +126.0% | +32.1% | +93.8% | +95.2% |
| YTD | +218.7% | +1.4% | +217.3% | +218.6% |
| 1Y | +378.0% | -7.0% | +385.0% | +431.8% |
| All | +378.0% | -6.4% | +384.4% | +431.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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