-92.1%
IOVA vs WTW
+424.7%
-516.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.5% |
| 7D | +5.1% | -2.7% | +7.8% | +6.6% |
| 30D | +37.2% | -5.6% | +42.9% | +41.5% |
| 3M | +117.5% | +26.5% | +91.0% | +89.9% |
| 6M | +69.6% | +8.1% | +61.4% | +59.6% |
| YTD | +218.7% | -0.3% | +219.0% | +209.6% |
| 1Y | +265.5% | -0.9% | +266.4% | +254.4% |
| 3Y | +46.2% | +66.6% | -20.4% | +0.2% |
| 5Y | -63.2% | +54.0% | -117.2% | -74.4% |
| 10Y | +6.1% | +198.1% | -192.0% | -55.0% |
| All | -92.1% | +424.7% | -516.8% | -97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling