-65.5%
IOVA vs WCC
+145.3%
-210.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.5% | -9.9% | +1.4% | -4.5% |
| 30D | -44.7% | -13.4% | -31.3% | -42.0% |
| 3M | +26.2% | -13.5% | +39.7% | +31.2% |
| 6M | +123.2% | -10.6% | +133.8% | +125.0% |
| YTD | +196.0% | +30.1% | +165.9% | +145.0% |
| 1Y | +240.9% | +22.3% | +218.6% | +189.6% |
| 3Y | +103.5% | +130.3% | -26.7% | +27.1% |
| 5Y | -65.5% | +144.5% | -210.0% | -80.1% |
| All | -65.5% | +145.3% | -210.8% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling