-63.2%
IOVA vs WCC
+229.6%
-292.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -2.1% |
| 7D | +5.1% | +8.5% | -3.4% | +1.3% |
| 30D | +37.2% | -1.0% | +38.2% | +37.1% |
| 3M | +117.5% | +2.1% | +115.4% | +111.5% |
| 6M | +69.6% | +36.8% | +32.8% | +42.6% |
| YTD | +218.7% | +47.7% | +171.0% | +154.2% |
| 1Y | +265.5% | +66.5% | +199.0% | +171.9% |
| 3Y | +46.2% | +134.2% | -87.9% | -9.2% |
| 5Y | -63.2% | +231.6% | -294.9% | -82.6% |
| All | -63.2% | +229.6% | -292.9% | -82.6% |
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