+46.2%
ON vs IOVA
+265.5%
-219.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.4% |
| 7D | -2.2% | +5.1% | -7.2% | -2.4% |
| 30D | -12.4% | +37.2% | -49.7% | -14.0% |
| 3M | -41.2% | +117.5% | -158.7% | -44.0% |
| 6M | +25.0% | +69.6% | -44.6% | +19.4% |
| YTD | +31.3% | +218.7% | -187.4% | +20.8% |
| All | +46.2% | +265.5% | -219.4% | +37.9% |
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