+341.5%
ONTO vs IOVA
-62.5%
+404.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -11.0% | -4.6% | -13.9% |
| 7D | -29.7% | -19.0% | -10.7% | -27.2% |
| 30D | -50.3% | -40.3% | -10.0% | -46.9% |
| 3M | -43.5% | +78.3% | -121.8% | -50.2% |
| 6M | -48.9% | +94.5% | -143.3% | -56.2% |
| YTD | -1.2% | +183.5% | -184.7% | -22.5% |
| 1Y | +14.9% | +327.6% | -312.7% | -17.6% |
| 3Y | +31.2% | +83.8% | -52.7% | -4.1% |
| 5Y | +68.1% | -69.0% | +137.1% | +49.9% |
| All | +341.5% | -62.5% | +404.0% | +276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling