-41.6%
ORCL vs IOVA
+207.9%
-249.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | +8.0% | -3.5% | +11.4% | +8.3% |
| 30D | -4.0% | -45.4% | +41.4% | +0.4% |
| 3M | -19.5% | +19.0% | -38.5% | -20.4% |
| 6M | -33.5% | +112.0% | -145.5% | -37.6% |
| YTD | -34.8% | +184.2% | -219.1% | -42.9% |
| 1Y | -41.6% | +222.0% | -263.6% | -48.8% |
| All | -41.6% | +207.9% | -249.6% | -48.8% |
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