-8.8%
JD vs IOVA
+235.7%
-244.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +0.4% | -7.0% | +7.4% | +0.6% |
| 30D | +4.2% | -44.4% | +48.7% | +5.6% |
| 3M | -12.8% | +24.7% | -37.4% | -14.5% |
| 6M | -8.8% | +118.6% | -127.4% | -13.6% |
| YTD | +0.5% | +196.3% | -195.8% | -6.6% |
| 1Y | -8.8% | +205.3% | -214.0% | -15.3% |
| All | -8.8% | +235.7% | -244.4% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling