+43.1%
ONTO vs IOVA
+362.8%
-319.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.5% | -7.2% | -8.6% |
| 7D | -17.4% | -41.3% | +23.9% | -15.9% |
| 30D | -43.2% | -38.5% | -4.7% | -42.3% |
| 3M | -35.7% | +99.5% | -135.3% | -35.8% |
| 6M | -38.3% | +126.0% | -164.3% | -38.3% |
| YTD | +17.1% | +218.7% | -201.6% | +19.3% |
| 1Y | +43.1% | +378.0% | -334.9% | +56.2% |
| All | +43.1% | +362.8% | -319.6% | +56.2% |
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