+1,148.2%
JBL vs IOVA
+0.8%
+1,147.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.4% |
| 7D | +6.3% | -3.5% | +9.8% | +6.7% |
| 30D | -13.5% | -45.4% | +31.9% | -9.1% |
| 3M | -31.3% | +19.0% | -50.4% | -33.9% |
| 6M | -28.4% | +112.0% | -140.5% | -36.2% |
| YTD | +11.6% | +184.2% | -172.7% | -5.0% |
| 1Y | +26.1% | +222.0% | -195.9% | +5.6% |
| 3Y | +97.4% | +92.6% | +4.8% | +57.7% |
| 5Y | +301.0% | -63.2% | +364.2% | +257.9% |
| All | +1,148.2% | +0.8% | +1,147.4% | +823.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling