+116.8%
NDAQ vs IOVA
+99.0%
+17.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | +1.3% | -3.5% | +4.7% | +1.4% |
| 30D | +18.0% | -45.4% | +63.3% | +19.7% |
| 3M | +11.5% | +19.0% | -7.5% | +9.8% |
| 6M | +21.1% | +112.0% | -90.9% | +15.9% |
| YTD | +12.8% | +184.2% | -171.4% | +5.9% |
| 1Y | +25.7% | +222.0% | -196.3% | +17.3% |
| 3Y | +116.8% | +92.6% | +24.3% | +95.9% |
| All | +116.8% | +99.0% | +17.8% | +95.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling