+35.0%
IOVA vs UUUU
+83.7%
-48.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.3% | +2.9% | -2.7% |
| 7D | -6.4% | -5.0% | -1.4% | -5.8% |
| 30D | +25.4% | -7.8% | +33.2% | +26.4% |
| 3M | +115.3% | -0.4% | +115.8% | +114.0% |
| 6M | +56.5% | -32.9% | +89.4% | +61.3% |
| YTD | +198.2% | -6.3% | +204.4% | +197.3% |
| 1Y | +242.0% | +7.9% | +234.1% | +222.4% |
| All | +35.0% | +83.7% | -48.7% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling