+255.4%
IOVA vs WTW
-3.2%
+258.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.7% |
| 7D | -2.2% | -5.7% | +3.6% | -2.3% |
| 30D | +27.6% | -7.3% | +34.8% | +27.2% |
| 3M | +117.2% | +21.5% | +95.7% | +122.4% |
| 6M | +77.7% | +9.6% | +68.1% | +81.4% |
| YTD | +215.0% | -3.3% | +218.3% | +214.4% |
| 1Y | +255.4% | -6.1% | +261.5% | +250.9% |
| All | +255.4% | -3.2% | +258.5% | +250.9% |
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