+265.5%
IOVA vs STLA
-40.1%
+305.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.7% |
| 7D | +5.1% | +0.7% | +4.3% | +5.0% |
| 30D | +37.2% | -2.4% | +39.6% | +37.2% |
| 3M | +117.5% | -23.9% | +141.4% | +124.3% |
| 6M | +69.6% | -24.6% | +94.2% | +76.6% |
| YTD | +218.7% | -50.5% | +269.2% | +235.3% |
| 1Y | +265.5% | -39.8% | +305.4% | +249.0% |
| All | +265.5% | -40.1% | +305.7% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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