+378.0%
IOVA vs WCN
+16.1%
+361.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.2% | -1.4% |
| 7D | -41.3% | +6.7% | -48.0% | -41.2% |
| 30D | -38.5% | +24.3% | -62.8% | -40.4% |
| 3M | +99.5% | +16.1% | +83.4% | +97.1% |
| 6M | +126.0% | +19.9% | +106.0% | +121.2% |
| YTD | +218.7% | +10.1% | +208.6% | +215.3% |
| 1Y | +378.0% | +14.4% | +363.6% | +380.9% |
| All | +378.0% | +16.1% | +361.9% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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