+559.3%
ROKU vs IOVA
+6.8%
+552.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.1% | -0.6% |
| 7D | -0.4% | -2.2% | +1.7% | 0.0% |
| 30D | +2.1% | +27.6% | -25.5% | -3.4% |
| 3M | +29.5% | +117.2% | -87.7% | +6.8% |
| 6M | +53.8% | +77.7% | -23.9% | +30.1% |
| YTD | +42.8% | +215.0% | -172.2% | +5.1% |
| 1Y | +60.7% | +255.4% | -194.6% | +12.6% |
| 3Y | +83.9% | +42.6% | +41.3% | +24.1% |
| 5Y | -52.8% | -62.2% | +9.4% | -60.7% |
| All | +559.3% | +6.8% | +552.4% | +159.3% |
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