+26.7%
Q vs IOVA
+285.5%
-258.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.6% |
| 7D | +0.2% | +9.7% | -9.5% | -0.2% |
| 30D | -11.1% | +102.5% | -113.7% | -14.1% |
| 3M | -22.1% | +100.7% | -122.8% | -24.8% |
| 6M | +0.5% | +106.3% | -105.9% | -3.6% |
| YTD | +47.8% | +222.0% | -174.2% | +37.4% |
| All | +26.7% | +285.5% | -258.8% | +19.7% |
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