+30.0%
S vs IOVA
+189.0%
-159.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -5.7% | -0.6% | -6.0% |
| 7D | +4.1% | -1.4% | +5.5% | +4.2% |
| 30D | -7.2% | -47.4% | +40.2% | -5.1% |
| 3M | 0.0% | +13.2% | -13.2% | -0.7% |
| 6M | +41.6% | +114.3% | -72.7% | +33.9% |
| YTD | +48.6% | +179.5% | -130.9% | +32.6% |
| 1Y | +30.0% | +200.4% | -170.3% | +16.0% |
| All | +30.0% | +189.0% | -159.0% | +16.0% |
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 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