+94.5%
QQQ vs IOVA
-64.1%
+158.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.1% |
| 7D | +1.0% | -2.2% | +3.2% | +1.1% |
| 30D | -0.6% | +31.7% | -32.4% | -2.5% |
| 3M | +1.3% | +117.3% | -116.0% | -4.7% |
| 6M | +18.1% | +55.8% | -37.7% | +13.0% |
| YTD | +16.9% | +208.8% | -191.9% | +5.8% |
| 1Y | +24.0% | +255.7% | -231.7% | +10.3% |
| 3Y | +95.6% | +41.7% | +53.9% | +71.9% |
| 5Y | +94.5% | -64.9% | +159.4% | +80.9% |
| All | +94.5% | -64.1% | +158.6% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling