+45.2%
RUN vs IOVA
+4.5%
+40.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -3.9% |
| 7D | -1.8% | -2.2% | +0.4% | -1.3% |
| 30D | -10.8% | +31.7% | -42.6% | -16.4% |
| 3M | -30.2% | +117.3% | -147.4% | -44.1% |
| 6M | -22.3% | +55.8% | -78.2% | -34.4% |
| YTD | -52.2% | +208.8% | -261.0% | -66.7% |
| 1Y | -45.1% | +255.7% | -300.8% | -63.7% |
| 3Y | -37.1% | +41.7% | -78.8% | -57.5% |
| 5Y | -80.3% | -64.9% | -15.4% | -83.5% |
| 10Y | +45.2% | +6.3% | +38.9% | -8.0% |
| All | +45.2% | +4.5% | +40.8% | -8.0% |
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