+6.7%
ONON vs IOVA
+362.8%
-356.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +5.8% |
| 7D | +20.9% | -41.3% | +62.2% | +19.4% |
| 30D | +21.1% | -38.5% | +59.7% | +19.8% |
| 3M | +2.7% | +99.5% | -96.9% | +4.6% |
| 6M | +12.6% | +126.0% | -113.3% | +15.0% |
| YTD | -16.9% | +218.7% | -235.6% | -12.2% |
| 1Y | +6.7% | +378.0% | -371.3% | +20.1% |
| All | +6.7% | +362.8% | -356.1% | +20.1% |
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