+978.4%
SBUX vs IOVA
-92.3%
+1,070.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.5% |
| 7D | +4.9% | -8.5% | +13.4% | +5.1% |
| 30D | +21.2% | -44.7% | +65.9% | +22.2% |
| 3M | +5.7% | +26.2% | -20.6% | +4.7% |
| 6M | +6.0% | +123.2% | -117.2% | +3.5% |
| YTD | +32.9% | +196.0% | -163.0% | +28.7% |
| 1Y | +33.3% | +240.9% | -207.6% | +28.6% |
| 3Y | +13.0% | +103.5% | -90.5% | +8.3% |
| 5Y | +8.8% | -65.5% | +74.3% | +6.1% |
| 10Y | +154.6% | +7.0% | +147.6% | +144.2% |
| All | +978.4% | -92.3% | +1,070.7% | +865.3% |
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