+222.0%
IOVA vs SONY
-9.8%
+231.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.5% |
| 7D | -3.5% | +0.3% | -3.7% | -3.5% |
| 30D | -45.4% | +11.1% | -56.5% | -47.1% |
| 3M | +19.0% | +14.7% | +4.4% | +13.6% |
| 6M | +112.0% | +18.8% | +93.2% | +101.8% |
| YTD | +184.2% | +5.7% | +178.5% | +158.3% |
| 1Y | +222.0% | -8.1% | +230.0% | +237.9% |
| All | +222.0% | -9.8% | +231.8% | +237.9% |
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