-8.8%
IT vs IOVA
+362.8%
-371.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +2.9% | +1.4% |
| 7D | -5.5% | -41.3% | +35.8% | -5.5% |
| 30D | +10.3% | -38.5% | +48.9% | +10.2% |
| 3M | +11.5% | +99.5% | -88.0% | +11.5% |
| 6M | +40.3% | +126.0% | -85.7% | +39.5% |
| YTD | -17.9% | +218.7% | -236.6% | -21.1% |
| 1Y | -8.8% | +378.0% | -386.8% | -9.1% |
| All | -8.8% | +362.8% | -371.6% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling