+529.6%
IQV vs IOVA
+676.0%
-146.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.3% |
| 7D | -2.5% | -3.5% | +1.0% | -2.3% |
| 30D | +1.2% | -45.4% | +46.6% | +4.2% |
| 3M | +9.8% | +19.0% | -9.2% | +7.5% |
| 6M | +53.8% | +112.0% | -58.2% | +43.9% |
| YTD | +17.6% | +184.2% | -166.6% | +7.2% |
| 1Y | +18.6% | +222.0% | -203.4% | +7.0% |
| 3Y | +36.9% | +92.6% | -55.7% | +21.9% |
| 5Y | +4.1% | -63.2% | +67.3% | -3.4% |
| 10Y | +243.7% | +2.1% | +241.6% | +204.8% |
| All | +529.6% | +676.0% | -146.4% | +449.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling