+299.5%
IOVA vs WTW
+3.0%
+296.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.2% | +1.0% |
| 7D | +9.7% | -2.6% | +12.4% | +9.6% |
| 30D | +102.5% | -1.0% | +103.5% | +102.2% |
| 3M | +100.7% | +29.9% | +70.8% | +106.0% |
| 6M | +106.3% | +10.7% | +95.6% | +109.5% |
| YTD | +222.0% | +2.6% | +219.4% | +222.2% |
| 1Y | +299.5% | +2.8% | +296.8% | +294.2% |
| All | +299.5% | +3.0% | +296.6% | +294.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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