+378.0%
IOVA vs ZYBT
-42.3%
+420.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.5% |
| 7D | -41.3% | -3.5% | -37.7% | -41.3% |
| 30D | -38.5% | +15.1% | -53.6% | -38.5% |
| 3M | +99.5% | +7.0% | +92.5% | +99.5% |
| 6M | +126.0% | +37.7% | +88.3% | +127.0% |
| YTD | +218.7% | +19.1% | +199.6% | +227.0% |
| 1Y | +378.0% | -38.3% | +416.3% | +412.6% |
| All | +378.0% | -42.3% | +420.3% | +412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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