+36.8%
S vs IOVA
+237.6%
-200.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.6% | +6.4% | +8.0% |
| 7D | +1.6% | +1.9% | -0.3% | +1.5% |
| 30D | -10.5% | -44.1% | +33.6% | -8.8% |
| 3M | +9.9% | +28.9% | -19.0% | +8.5% |
| 6M | +41.8% | +125.7% | -83.9% | +33.7% |
| YTD | +56.8% | +199.3% | -142.5% | +39.6% |
| All | +36.8% | +237.6% | -200.8% | +20.2% |
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