+2,774.7%
NFLX vs IOVA
-92.2%
+2,866.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.8% |
| 7D | +2.6% | +1.9% | +0.7% | +2.5% |
| 30D | -9.0% | -44.1% | +35.1% | -8.0% |
| 3M | -13.7% | +28.9% | -42.6% | -14.7% |
| 6M | -26.9% | +125.7% | -152.6% | -28.9% |
| YTD | -31.8% | +199.3% | -231.1% | -34.4% |
| 1Y | -42.1% | +255.2% | -297.3% | -44.5% |
| 3Y | +47.0% | +106.8% | -59.9% | +39.5% |
| 5Y | -2.5% | -67.1% | +64.6% | -5.2% |
| 10Y | +423.4% | +16.7% | +406.7% | +397.1% |
| All | +2,774.7% | -92.2% | +2,866.9% | +2,666.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling