-92.0%
IOVA vs UUUU
-42.1%
-49.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +9.7% | -1.4% | +11.1% | +10.0% |
| 30D | +102.5% | +16.3% | +86.2% | +96.9% |
| 3M | +100.7% | -16.7% | +117.4% | +105.3% |
| 6M | +106.3% | -33.7% | +140.0% | +116.9% |
| YTD | +222.0% | -0.5% | +222.5% | +210.6% |
| 1Y | +299.5% | +28.9% | +270.7% | +254.6% |
| 3Y | +42.9% | +99.9% | -56.9% | +9.4% |
| 5Y | -65.0% | +135.3% | -200.3% | -75.1% |
| 10Y | +10.3% | +518.4% | -508.1% | -44.0% |
| All | -92.0% | -42.1% | -49.9% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling