+28.3%
IWD vs IOVA
+189.0%
-160.7%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.7% | +5.3% | -0.3% |
| 7D | +1.7% | -1.4% | +3.1% | +1.7% |
| 30D | +3.2% | -47.4% | +50.6% | +3.8% |
| 3M | +2.3% | +13.2% | -10.9% | +1.4% |
| 6M | +12.9% | +114.3% | -101.4% | +9.8% |
| YTD | +26.2% | +179.5% | -153.2% | +21.9% |
| 1Y | +28.3% | +200.4% | -172.1% | +23.9% |
| All | +28.3% | +189.0% | -160.7% | +23.9% |
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 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