+68.1%
ONTO vs IOVA
-67.8%
+135.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -11.0% | -4.6% | -14.0% |
| 7D | -29.7% | -19.0% | -10.7% | -27.4% |
| 30D | -50.3% | -40.3% | -10.0% | -47.2% |
| 3M | -43.5% | +78.3% | -121.8% | -49.5% |
| 6M | -48.9% | +94.5% | -143.3% | -55.5% |
| YTD | -1.2% | +183.5% | -184.7% | -20.8% |
| 1Y | +14.9% | +327.6% | -312.7% | -15.2% |
| 3Y | +31.2% | +83.8% | -52.7% | -0.3% |
| 5Y | +68.1% | -69.0% | +137.1% | +49.3% |
| All | +68.1% | -67.8% | +135.8% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling