-24.7%
LOW vs IOVA
+244.9%
-269.6%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -1.0% |
| 7D | -2.6% | -6.4% | +3.8% | -2.6% |
| 30D | -11.1% | +25.4% | -36.6% | -11.1% |
| 3M | -8.5% | +115.3% | -123.8% | -8.7% |
| 6M | -20.8% | +56.5% | -77.4% | -21.2% |
| YTD | -17.2% | +198.2% | -215.4% | -16.4% |
| 1Y | -24.7% | +242.0% | -266.7% | -23.0% |
| All | -24.7% | +244.9% | -269.6% | -23.0% |
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