+687.9%
NFLX vs IOVA
+4.5%
+683.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.7% |
| 7D | -8.1% | -2.2% | -5.9% | -7.9% |
| 30D | -0.3% | +31.7% | -32.1% | -3.0% |
| 3M | -6.6% | +117.3% | -123.9% | -14.3% |
| 6M | -22.7% | +55.8% | -78.5% | -27.4% |
| YTD | -18.9% | +208.8% | -227.7% | -29.4% |
| 1Y | -39.8% | +255.7% | -295.5% | -48.8% |
| 3Y | +71.7% | +41.7% | +30.0% | +43.0% |
| 5Y | +27.2% | -64.9% | +92.1% | +16.1% |
| 10Y | +687.9% | +6.3% | +681.6% | +526.7% |
| All | +687.9% | +4.5% | +683.4% | +526.7% |
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