-67.1%
IOVA vs WU
-42.0%
-25.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +1.9% | +9.1% | -7.2% | -2.6% |
| 30D | -44.1% | +12.1% | -56.2% | -47.6% |
| 3M | +28.9% | +0.3% | +28.5% | +26.5% |
| 6M | +125.7% | -19.1% | +144.8% | +145.3% |
| YTD | +199.3% | -19.2% | +218.5% | +222.5% |
| 1Y | +255.2% | -15.3% | +270.5% | +271.9% |
| 3Y | +106.8% | -21.3% | +128.2% | +125.1% |
| 5Y | -67.1% | -41.7% | -25.4% | -62.3% |
| All | -67.1% | -42.0% | -25.1% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling