-37.8%
NFLX vs IOVA
+299.5%
-337.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.4% | -5.4% |
| 7D | -4.2% | +9.7% | -14.0% | -4.5% |
| 30D | +5.5% | +102.5% | -97.1% | +3.3% |
| 3M | -4.1% | +100.7% | -104.7% | -6.3% |
| 6M | -20.7% | +106.3% | -127.0% | -22.9% |
| YTD | -16.5% | +222.0% | -238.5% | -20.5% |
| 1Y | -37.8% | +299.5% | -337.3% | -40.9% |
| All | -37.8% | +299.5% | -337.3% | -40.9% |
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 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