+238.0%
ONTO vs IOVA
-64.9%
+302.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +6.0% |
| 7D | -1.0% | +9.7% | -10.8% | -2.3% |
| 30D | -2.9% | +102.5% | -105.4% | -13.3% |
| 3M | -2.5% | +100.7% | -103.1% | -13.6% |
| 6M | +28.2% | +106.3% | -78.1% | +11.4% |
| YTD | +69.8% | +222.0% | -152.2% | +36.1% |
| 1Y | +162.9% | +299.5% | -136.7% | +99.6% |
| 3Y | +95.9% | +42.9% | +53.0% | +55.7% |
| All | +238.0% | -64.9% | +302.9% | +198.9% |
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 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