+552.9%
QQQ vs IOVA
+3.8%
+549.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.4% | -0.8% |
| 7D | -1.3% | -6.4% | +5.2% | -0.7% |
| 30D | -1.4% | +25.4% | -26.8% | -3.5% |
| 3M | +2.3% | +115.3% | -113.1% | -5.6% |
| 6M | +16.9% | +56.5% | -39.7% | +10.1% |
| YTD | +15.6% | +198.2% | -182.5% | +1.9% |
| 1Y | +22.6% | +242.0% | -219.4% | +5.7% |
| 3Y | +93.5% | +36.8% | +56.7% | +64.7% |
| 5Y | +93.9% | -64.3% | +158.2% | +77.7% |
| All | +552.9% | +3.8% | +549.0% | +428.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling