+191.9%
JBL vs IOVA
+45.5%
+146.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | +4.4% | +5.1% | -0.7% | +4.0% |
| 30D | -8.4% | +37.2% | -45.7% | -10.7% |
| 3M | -14.2% | +117.5% | -131.7% | -19.9% |
| 6M | +29.6% | +69.6% | -40.0% | +22.4% |
| YTD | +37.1% | +218.7% | -181.6% | +22.5% |
| 1Y | +49.5% | +265.5% | -216.1% | +31.1% |
| All | +191.9% | +45.5% | +146.4% | +171.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling