+236.4%
IOVA vs UUUU
+9.0%
+227.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.3% | +2.9% | -2.8% |
| 7D | -6.4% | -5.0% | -1.4% | -6.0% |
| 30D | +25.4% | -7.8% | +33.2% | +26.3% |
| 3M | +115.3% | -0.4% | +115.8% | +113.7% |
| 6M | +56.5% | -32.9% | +89.4% | +58.2% |
| YTD | +198.2% | -6.3% | +204.4% | +219.0% |
| All | +236.4% | +9.0% | +227.4% | +265.1% |
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