+1,447.0%
JBL vs IOVA
+3.8%
+1,443.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -2.4% |
| 7D | -1.0% | -6.4% | +5.4% | -0.4% |
| 30D | -15.1% | +25.4% | -40.5% | -17.3% |
| 3M | -14.0% | +115.3% | -129.4% | -21.9% |
| 6M | +20.6% | +56.5% | -35.9% | +12.4% |
| YTD | +32.9% | +198.2% | -165.3% | +14.4% |
| 1Y | +40.5% | +242.0% | -201.5% | +17.9% |
| 3Y | +183.7% | +36.8% | +146.9% | +137.9% |
| 5Y | +388.3% | -64.3% | +452.6% | +344.4% |
| All | +1,447.0% | +3.8% | +1,443.2% | +1,105.7% |
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