+952.0%
SBUX vs IOVA
-92.7%
+1,044.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.7% | +3.3% | -2.3% |
| 7D | +1.0% | -1.4% | +2.5% | +1.1% |
| 30D | +16.6% | -47.4% | +64.0% | +17.7% |
| 3M | -0.6% | +13.2% | -13.8% | -1.2% |
| 6M | +1.8% | +114.3% | -112.5% | -0.5% |
| YTD | +29.7% | +179.5% | -149.8% | +25.7% |
| 1Y | +26.1% | +200.4% | -174.3% | +21.9% |
| 3Y | +10.3% | +92.2% | -81.9% | +5.8% |
| 5Y | +7.6% | -63.8% | +71.4% | +4.9% |
| 10Y | +146.7% | +0.4% | +146.3% | +136.9% |
| All | +952.0% | -92.7% | +1,044.8% | +842.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling