+49.5%
JBL vs IOVA
+299.5%
-250.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.5% |
| 7D | +3.0% | +9.7% | -6.7% | +2.6% |
| 30D | -8.3% | +102.5% | -110.8% | -11.6% |
| 3M | -16.9% | +100.7% | -117.6% | -20.0% |
| 6M | +21.8% | +106.3% | -84.6% | +15.8% |
| YTD | +36.3% | +222.0% | -185.7% | +27.4% |
| 1Y | +49.5% | +299.5% | -250.0% | +39.2% |
| All | +49.5% | +299.5% | -250.0% | +39.2% |
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