-17.1%
OPEN vs IOVA
+49.0%
-66.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | -4.3% | +9.7% | -14.0% | -6.4% |
| 30D | -16.2% | +102.5% | -118.8% | -32.3% |
| 3M | -36.4% | +100.7% | -137.0% | -49.3% |
| 6M | -35.5% | +106.3% | -141.8% | -50.6% |
| YTD | -46.0% | +222.0% | -267.9% | -64.9% |
| 1Y | -47.1% | +299.5% | -346.7% | -68.8% |
| All | -17.1% | +49.0% | -66.1% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling