-92.0%
IOVA vs WCC
+806.9%
-898.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.8% | -0.4% |
| 7D | +9.7% | +4.5% | +5.3% | +7.9% |
| 30D | +102.5% | -5.8% | +108.3% | +106.1% |
| 3M | +100.7% | -3.7% | +104.3% | +100.6% |
| 6M | +106.3% | +23.1% | +83.3% | +86.4% |
| YTD | +222.0% | +44.2% | +177.8% | +172.0% |
| 1Y | +299.5% | +62.1% | +237.5% | +220.6% |
| 3Y | +42.9% | +121.1% | -78.2% | +1.2% |
| 5Y | -65.0% | +214.0% | -278.9% | -79.1% |
| 10Y | +10.3% | +472.8% | -462.5% | -51.5% |
| All | -92.0% | +806.9% | -898.9% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling