+378.0%
IOVA vs UUUU
-55.1%
+433.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.3% |
| 7D | -41.3% | -14.4% | -26.8% | -39.6% |
| 30D | -38.5% | -33.6% | -4.9% | -34.8% |
| 3M | +99.5% | -44.2% | +143.7% | +115.5% |
| 6M | +126.0% | -66.8% | +192.8% | +155.9% |
| YTD | +218.7% | -50.6% | +269.3% | +295.0% |
| 1Y | +378.0% | -57.8% | +435.8% | +488.7% |
| All | +378.0% | -55.1% | +433.1% | +488.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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