+293.5%
JCI vs IOVA
+0.8%
+292.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.4% |
| 7D | +3.2% | -3.5% | +6.7% | +3.4% |
| 30D | -8.6% | -45.4% | +36.8% | -5.9% |
| 3M | -7.7% | +19.0% | -26.8% | -9.7% |
| 6M | -2.6% | +112.0% | -114.6% | -8.9% |
| YTD | +17.4% | +184.2% | -166.9% | +6.7% |
| 1Y | +16.9% | +222.0% | -205.1% | +5.2% |
| 3Y | +186.7% | +92.6% | +94.2% | +150.7% |
| 5Y | +95.4% | -63.2% | +158.5% | +81.1% |
| All | +293.5% | +0.8% | +292.8% | +238.3% |
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