-2.7%
IWF vs IOVA
+235.7%
-238.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | -1.1% | -7.0% | +5.9% | -0.8% |
| 30D | -8.3% | -44.4% | +36.2% | -6.7% |
| 3M | -5.6% | +24.7% | -30.2% | -6.5% |
| 6M | -5.4% | +118.6% | -124.1% | -9.0% |
| YTD | -1.2% | +196.3% | -197.5% | -7.3% |
| 1Y | -2.7% | +205.3% | -207.9% | -8.2% |
| All | -2.7% | +235.7% | -238.3% | -8.2% |
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