+1,498.8%
QQQ vs IOVA
-91.6%
+1,590.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.2% |
| 7D | +0.4% | +9.7% | -9.4% | +0.1% |
| 30D | +0.2% | +102.5% | -102.3% | -1.5% |
| 3M | -2.8% | +100.7% | -103.5% | -4.6% |
| 6M | +18.0% | +106.3% | -88.3% | +15.5% |
| YTD | +17.3% | +222.0% | -204.7% | +13.5% |
| 1Y | +25.6% | +299.5% | -274.0% | +20.6% |
| 3Y | +93.7% | +42.9% | +50.8% | +86.7% |
| 5Y | +94.2% | -65.0% | +159.1% | +89.6% |
| 10Y | +557.9% | +10.3% | +547.6% | +530.2% |
| All | +1,498.8% | -91.6% | +1,590.5% | +1,389.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling