-87.0%
OPEN vs IOVA
-72.8%
-14.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +3.9% | -25.7% | -22.8% |
| 7D | -22.2% | -5.2% | -17.0% | -21.5% |
| 30D | -38.3% | -37.8% | -0.6% | -32.3% |
| 3M | -59.4% | +29.5% | -88.8% | -64.9% |
| 6M | -74.4% | +96.6% | -170.9% | -81.8% |
| YTD | -76.0% | +194.5% | -270.5% | -85.9% |
| 1Y | -78.7% | +248.1% | -326.7% | -88.2% |
| 3Y | -30.0% | +86.1% | -116.1% | -63.1% |
| 5Y | -93.7% | -67.8% | -25.9% | -95.0% |
| All | -87.0% | -72.8% | -14.3% | -89.0% |
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