+86.1%
IOVA vs WING
-19.7%
+105.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.0% |
| 7D | -5.2% | +9.0% | -14.2% | -6.1% |
| 30D | -37.8% | +39.9% | -77.7% | -40.5% |
| 3M | +29.5% | +40.4% | -10.9% | +23.1% |
| 6M | +96.6% | +12.9% | +83.7% | +90.9% |
| YTD | +194.5% | -31.1% | +225.6% | +202.0% |
| 1Y | +248.1% | -32.7% | +280.8% | +256.7% |
| 3Y | +86.1% | -19.8% | +105.9% | +14.0% |
| All | +86.1% | -19.7% | +105.8% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling