-3.3%
SBUX vs IOVA
-63.0%
+59.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -3.9% | +5.1% | -9.0% | -4.2% |
| 30D | -2.8% | +37.2% | -40.1% | -4.7% |
| 3M | +8.2% | +117.5% | -109.3% | +2.6% |
| 6M | +4.3% | +69.6% | -65.3% | -0.2% |
| YTD | +23.3% | +218.7% | -195.3% | +12.8% |
| 1Y | +24.3% | +265.5% | -241.3% | +11.9% |
| 3Y | +15.5% | +46.2% | -30.8% | +2.1% |
| All | -3.3% | -63.0% | +59.7% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling