+378.0%
IOVA vs WST
+47.3%
+330.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -41.3% | +1.3% | -42.5% | -41.2% |
| 30D | -38.5% | +8.5% | -47.0% | -38.9% |
| 3M | +99.5% | +17.2% | +82.3% | +96.8% |
| 6M | +126.0% | +36.3% | +89.7% | +121.4% |
| YTD | +218.7% | +48.9% | +169.8% | +188.2% |
| 1Y | +378.0% | +42.9% | +335.1% | +331.7% |
| All | +378.0% | +47.3% | +330.7% | +331.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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