+76.2%
O vs IOVA
+0.8%
+75.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -0.4% | -3.5% | +3.1% | -0.2% |
| 30D | +7.1% | -45.4% | +52.5% | +9.2% |
| 3M | -5.2% | +19.0% | -24.3% | -7.0% |
| 6M | -1.8% | +112.0% | -113.8% | -6.8% |
| YTD | +9.1% | +184.2% | -175.2% | +1.3% |
| 1Y | +9.7% | +222.0% | -212.3% | +1.0% |
| 3Y | +39.1% | +92.6% | -53.4% | +24.2% |
| 5Y | +8.4% | -63.2% | +71.5% | +1.9% |
| All | +76.2% | +0.8% | +75.4% | +61.4% |
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