+222.0%
IOVA vs WU
-15.0%
+237.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.6% |
| 7D | -3.5% | -2.0% | -1.4% | -3.3% |
| 30D | -45.4% | +11.4% | -56.8% | -46.4% |
| 3M | +19.0% | -6.8% | +25.8% | +23.1% |
| 6M | +112.0% | -14.6% | +126.6% | +126.8% |
| YTD | +184.2% | -20.6% | +204.9% | +209.4% |
| 1Y | +222.0% | -15.4% | +237.4% | +235.8% |
| All | +222.0% | -15.0% | +237.0% | +235.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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