-39.8%
NFLX vs IOVA
+254.2%
-294.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | -8.1% | -2.2% | -5.9% | -8.0% |
| 30D | -0.3% | +31.7% | -32.1% | -1.2% |
| 3M | -6.6% | +117.3% | -123.9% | -9.3% |
| 6M | -22.7% | +55.8% | -78.5% | -24.0% |
| YTD | -18.9% | +208.8% | -227.7% | -23.1% |
| 1Y | -39.8% | +255.7% | -295.5% | -43.6% |
| All | -39.8% | +254.2% | -294.0% | -43.6% |
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