+57.0%
ONTO vs IOVA
+207.9%
-151.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.0% |
| 7D | +17.5% | -3.5% | +21.0% | +17.9% |
| 30D | -15.7% | -45.4% | +29.7% | -12.7% |
| 3M | -39.7% | +19.0% | -58.7% | -39.3% |
| 6M | -26.5% | +112.0% | -138.5% | -27.9% |
| YTD | +29.0% | +184.2% | -155.3% | +26.6% |
| 1Y | +57.0% | +222.0% | -165.0% | +57.7% |
| All | +57.0% | +207.9% | -151.0% | +57.7% |
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