+55.9%
OVV vs IOVA
+299.5%
-243.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.8% |
| 7D | +0.3% | +9.7% | -9.5% | 0.0% |
| 30D | +11.7% | +102.5% | -90.8% | +9.3% |
| 3M | +9.8% | +100.7% | -90.9% | +7.3% |
| 6M | +26.6% | +106.3% | -79.8% | +23.7% |
| YTD | +67.0% | +222.0% | -155.0% | +59.5% |
| 1Y | +55.9% | +299.5% | -243.6% | +44.6% |
| All | +55.9% | +299.5% | -243.6% | +44.6% |
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