+489.4%
NDAQ vs IOVA
-0.9%
+490.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.7% | +4.7% | -0.6% |
| 7D | +1.7% | -1.4% | +3.1% | +1.8% |
| 30D | +16.2% | -47.4% | +63.6% | +19.6% |
| 3M | +14.0% | +13.2% | +0.8% | +11.6% |
| 6M | +22.3% | +114.3% | -92.1% | +14.1% |
| YTD | +13.0% | +179.5% | -166.5% | +2.6% |
| 1Y | +24.0% | +200.4% | -176.4% | +11.9% |
| 3Y | +117.1% | +92.2% | +24.9% | +87.7% |
| 5Y | +67.5% | -63.8% | +131.3% | +55.3% |
| All | +489.4% | -0.9% | +490.3% | +414.1% |
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 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