+1,527.5%
META vs IOVA
-79.6%
+1,607.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.0% |
| 7D | +6.7% | +9.7% | -3.0% | +6.4% |
| 30D | +4.8% | +102.5% | -97.8% | +1.9% |
| 3M | -1.6% | +100.7% | -102.3% | -4.5% |
| 6M | -7.5% | +106.3% | -113.8% | -10.5% |
| YTD | -6.4% | +222.0% | -228.4% | -11.1% |
| 1Y | -17.3% | +299.5% | -316.9% | -22.4% |
| 3Y | +109.9% | +42.9% | +67.0% | +98.0% |
| 5Y | +65.4% | -65.0% | +130.3% | +59.8% |
| 10Y | +391.8% | +10.3% | +381.5% | +355.8% |
| All | +1,527.5% | -79.6% | +1,607.0% | +1,296.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling