+341.0%
JCI vs IOVA
+4.5%
+336.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.8% |
| 7D | +4.1% | -2.2% | +6.3% | +4.2% |
| 30D | -3.8% | +31.7% | -35.6% | -5.6% |
| 3M | -1.6% | +117.3% | -118.9% | -7.1% |
| 6M | +9.5% | +55.8% | -46.3% | +5.0% |
| YTD | +21.7% | +208.8% | -187.1% | +11.1% |
| 1Y | +37.1% | +255.7% | -218.6% | +23.2% |
| 3Y | +165.2% | +41.7% | +123.5% | +137.7% |
| 5Y | +110.3% | -64.9% | +175.2% | +97.0% |
| 10Y | +341.0% | +6.3% | +334.7% | +290.9% |
| All | +341.0% | +4.5% | +336.5% | +290.9% |
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