-54.1%
RUN vs IOVA
+235.7%
-289.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | +3.2% | -7.0% | +10.2% | +3.2% |
| 30D | +19.5% | -44.4% | +63.9% | +19.8% |
| 3M | -9.6% | +24.7% | -34.2% | -9.7% |
| 6M | -37.3% | +118.6% | -156.0% | -38.2% |
| YTD | -50.7% | +196.3% | -247.0% | -54.9% |
| 1Y | -54.1% | +205.3% | -259.4% | -58.1% |
| All | -54.1% | +235.7% | -289.8% | -58.1% |
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