+42.0%
S vs IOVA
+101.5%
-59.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.2% | +1.6% |
| 7D | -13.4% | -5.2% | -8.3% | -13.3% |
| 30D | -14.0% | -37.8% | +23.8% | -13.8% |
| 3M | +4.9% | +29.5% | -24.6% | +8.4% |
| 6M | +42.0% | +96.6% | -54.6% | +48.0% |
| All | +42.0% | +101.5% | -59.5% | +48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling