+378.0%
IOVA vs WCC
+24.5%
+353.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.9% | +8.5% | -0.3% |
| 7D | -41.3% | -8.8% | -32.5% | -40.6% |
| 30D | -38.5% | -16.0% | -22.5% | -37.2% |
| 3M | +99.5% | -15.2% | +114.8% | +103.8% |
| 6M | +126.0% | -8.4% | +134.3% | +126.5% |
| YTD | +218.7% | +30.1% | +188.6% | +209.0% |
| 1Y | +378.0% | +26.4% | +351.6% | +362.7% |
| All | +378.0% | +24.5% | +353.6% | +362.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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