+378.0%
IOVA vs WTW
+8.6%
+369.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.0% | -4.4% | -1.2% |
| 7D | -41.3% | +4.9% | -46.1% | -41.0% |
| 30D | -38.5% | +17.1% | -55.6% | -37.9% |
| 3M | +99.5% | -0.3% | +99.9% | +101.2% |
| 6M | +126.0% | +30.7% | +95.3% | +133.5% |
| YTD | +218.7% | +3.7% | +215.0% | +224.6% |
| 1Y | +378.0% | +5.9% | +372.1% | +393.8% |
| All | +378.0% | +8.6% | +369.4% | +393.8% |
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