+252.1%
ROIV vs IOVA
-83.4%
+335.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -11.0% | +6.8% | -2.8% |
| 7D | -2.4% | -19.0% | +16.6% | +0.1% |
| 30D | +3.1% | -40.3% | +43.3% | +8.4% |
| 3M | +5.8% | +78.3% | -72.5% | -6.5% |
| 6M | +29.3% | +94.5% | -65.2% | +11.4% |
| YTD | +68.8% | +183.5% | -114.8% | +35.1% |
| 1Y | +81.0% | +327.6% | -246.6% | +35.2% |
| 3Y | +294.6% | +83.8% | +210.8% | +188.6% |
| 5Y | +373.1% | -69.0% | +442.2% | +290.6% |
| All | +252.1% | -83.4% | +335.5% | +196.2% |
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