-21.3%
IT vs IOVA
+299.5%
-320.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.7% | -4.6% |
| 7D | -6.0% | +9.7% | -15.8% | -6.1% |
| 30D | 0.0% | +102.5% | -102.5% | -0.5% |
| 3M | +13.1% | +100.7% | -87.6% | +12.1% |
| 6M | +11.7% | +106.3% | -94.6% | +10.5% |
| YTD | -26.1% | +222.0% | -248.1% | -29.7% |
| 1Y | -21.3% | +299.5% | -320.8% | -23.5% |
| All | -21.3% | +299.5% | -320.8% | -23.5% |
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