+255.7%
IOVA vs WU
-11.2%
+266.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -2.2% | -4.9% | +2.7% | -0.5% |
| 30D | +31.7% | -1.3% | +33.0% | +32.1% |
| 3M | +117.3% | -3.6% | +120.8% | +121.2% |
| 6M | +55.8% | -24.3% | +80.2% | +73.4% |
| YTD | +208.8% | -21.1% | +229.9% | +234.7% |
| 1Y | +255.7% | -10.3% | +266.0% | +270.0% |
| All | +255.7% | -11.2% | +266.9% | +270.0% |
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