+106.8%
IOVA vs WU
-21.7%
+128.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +1.9% | +9.1% | -7.2% | -3.7% |
| 30D | -44.1% | +12.1% | -56.2% | -48.4% |
| 3M | +28.9% | +0.3% | +28.5% | +26.2% |
| 6M | +125.7% | -19.1% | +144.8% | +154.8% |
| YTD | +199.3% | -19.2% | +218.5% | +231.8% |
| 1Y | +255.2% | -15.3% | +270.5% | +275.5% |
| 3Y | +106.8% | -21.3% | +128.2% | +107.4% |
| All | +106.8% | -21.7% | +128.6% | +107.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling