+288.2%
JCI vs IOVA
+12.2%
+276.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -5.9% | -8.5% | +2.6% | -5.4% |
| 30D | -10.4% | -44.7% | +34.4% | -7.8% |
| 3M | -6.1% | +26.2% | -32.3% | -8.4% |
| 6M | +1.7% | +123.2% | -121.5% | -5.1% |
| YTD | +18.9% | +196.0% | -177.1% | +7.8% |
| 1Y | +16.1% | +240.9% | -224.8% | +4.0% |
| 3Y | +187.8% | +103.5% | +84.3% | +150.8% |
| 5Y | +103.2% | -65.5% | +168.7% | +89.1% |
| 10Y | +288.2% | +7.0% | +281.2% | +232.8% |
| All | +288.2% | +12.2% | +276.0% | +232.8% |
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