+299.5%
IOVA vs SONY
-10.8%
+310.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.6% |
| 7D | +9.7% | -1.2% | +10.9% | +10.2% |
| 30D | +102.5% | +9.4% | +93.1% | +95.9% |
| 3M | +100.7% | +10.5% | +90.2% | +93.4% |
| 6M | +106.3% | +11.7% | +94.7% | +96.0% |
| YTD | +222.0% | -4.1% | +226.0% | +217.5% |
| 1Y | +299.5% | -11.8% | +311.3% | +335.0% |
| All | +299.5% | -10.8% | +310.4% | +335.0% |
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