+0.2%
META vs IOVA
+102.6%
-102.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -11.0% | +7.1% | -3.8% |
| 7D | -3.1% | -19.0% | +15.9% | -2.9% |
| 30D | -18.1% | -40.3% | +22.2% | -17.9% |
| 3M | +2.9% | +78.3% | -75.5% | +3.7% |
| 6M | +0.2% | +94.5% | -94.3% | +1.1% |
| All | +0.2% | +102.6% | -102.4% | +1.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling