-3.9%
ONON vs IOVA
-64.5%
+60.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | -10.0% | -3.5% | -6.5% | -9.7% |
| 30D | -5.3% | -45.4% | +40.1% | -1.1% |
| 3M | +6.5% | +19.0% | -12.6% | +1.8% |
| 6M | -5.0% | +112.0% | -117.0% | -16.3% |
| YTD | -27.6% | +184.2% | -211.9% | -39.7% |
| 1Y | -20.7% | +222.0% | -242.7% | -35.3% |
| 3Y | +26.6% | +92.6% | -65.9% | -5.8% |
| 5Y | -9.6% | -63.2% | +53.6% | -14.7% |
| All | -3.9% | -64.5% | +60.6% | -7.9% |
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 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