+299.5%
IOVA vs WSM
+19.9%
+279.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.8% |
| 7D | +9.7% | -3.3% | +13.0% | +10.2% |
| 30D | +102.5% | -8.4% | +110.9% | +105.0% |
| 3M | +100.7% | +9.7% | +91.0% | +95.8% |
| 6M | +106.3% | +16.7% | +89.7% | +96.2% |
| YTD | +222.0% | +28.7% | +193.3% | +222.8% |
| 1Y | +299.5% | +13.7% | +285.9% | +277.2% |
| All | +299.5% | +19.9% | +279.7% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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