+508.7%
ONTO vs IOVA
-60.8%
+569.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +16.4% | -7.0% | +23.4% | +18.0% |
| 30D | -21.4% | -44.4% | +23.0% | -15.1% |
| 3M | -32.7% | +24.7% | -57.4% | -36.4% |
| 6M | -25.2% | +118.6% | -143.9% | -37.1% |
| YTD | +36.2% | +196.3% | -160.1% | +6.2% |
| 1Y | +61.2% | +205.3% | -144.1% | +24.1% |
| 3Y | +58.7% | +103.8% | -45.1% | +14.2% |
| 5Y | +143.6% | -65.6% | +209.2% | +113.3% |
| All | +508.7% | -60.8% | +569.5% | +415.5% |
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