-82.3%
OPEN vs IOVA
+237.6%
-319.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -21.7% | +1.9% | -23.5% | -21.8% |
| 30D | -36.5% | -44.1% | +7.6% | -34.2% |
| 3M | -59.5% | +28.9% | -88.4% | -61.0% |
| 6M | -71.9% | +125.7% | -197.5% | -74.8% |
| YTD | -75.8% | +199.3% | -275.1% | -80.5% |
| All | -82.3% | +237.6% | -319.9% | -86.6% |
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