-41.4%
OPEN vs IOVA
+99.0%
-140.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.0% |
| 7D | -15.0% | -3.5% | -11.5% | -14.2% |
| 30D | -40.2% | -45.4% | +5.2% | -33.2% |
| 3M | -67.4% | +19.0% | -86.4% | -70.6% |
| 6M | -74.0% | +112.0% | -186.0% | -81.0% |
| YTD | -79.6% | +184.2% | -263.8% | -87.1% |
| 1Y | -86.1% | +222.0% | -308.1% | -91.7% |
| 3Y | -41.4% | +92.6% | -133.9% | -69.3% |
| All | -41.4% | +99.0% | -140.4% | -69.3% |
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