+44.4%
ROST vs IOVA
+207.9%
-163.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.4% |
| 7D | +0.3% | -3.5% | +3.7% | +0.3% |
| 30D | +0.5% | -45.4% | +45.9% | +0.7% |
| 3M | -5.2% | +19.0% | -24.3% | -6.7% |
| 6M | +9.8% | +112.0% | -102.2% | +5.3% |
| YTD | +29.4% | +184.2% | -154.9% | +26.6% |
| 1Y | +44.4% | +222.0% | -177.6% | +41.7% |
| All | +44.4% | +207.9% | -163.6% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling