-71.6%
OPEN vs IOVA
-70.5%
-1.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +1.0% | +5.1% | -4.1% | -0.4% |
| 30D | -11.9% | +37.2% | -49.1% | -20.2% |
| 3M | -28.8% | +117.5% | -146.3% | -47.1% |
| 6M | -38.6% | +69.6% | -108.2% | -52.1% |
| YTD | -47.3% | +218.7% | -266.0% | -67.7% |
| 1Y | -49.2% | +265.5% | -314.7% | -71.3% |
| 3Y | -18.8% | +46.2% | -65.0% | -51.2% |
| 5Y | -83.6% | -63.2% | -20.4% | -86.7% |
| All | -71.6% | -70.5% | -1.1% | -74.9% |
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 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