+236.7%
IQV vs IOVA
+9.7%
+227.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -3.9% | +1.2% |
| 7D | -2.2% | -2.2% | -0.1% | -2.0% |
| 30D | +8.3% | +27.6% | -19.3% | +5.4% |
| 3M | +44.6% | +117.2% | -72.6% | +31.1% |
| 6M | +52.6% | +77.7% | -25.1% | +40.0% |
| YTD | +16.1% | +215.0% | -198.9% | -0.9% |
| 1Y | +37.3% | +255.4% | -218.1% | +14.3% |
| 3Y | +21.6% | +42.6% | -21.1% | +1.4% |
| 5Y | +0.5% | -62.2% | +62.7% | -10.8% |
| All | +236.7% | +9.7% | +227.0% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling