+72.4%
OVV vs IOVA
+207.9%
-135.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.8% |
| 7D | +8.0% | -3.5% | +11.5% | +8.1% |
| 30D | -2.0% | -45.4% | +43.4% | -1.9% |
| 3M | +5.4% | +19.0% | -13.6% | +4.1% |
| 6M | +14.3% | +112.0% | -97.8% | +12.2% |
| YTD | +69.4% | +184.2% | -114.8% | +64.9% |
| 1Y | +72.4% | +222.0% | -149.6% | +64.5% |
| All | +72.4% | +207.9% | -135.6% | +64.5% |
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