-4.9%
SHOP vs IOVA
+362.8%
-367.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.4% |
| 7D | -9.0% | -41.3% | +32.2% | -7.8% |
| 30D | -4.4% | -38.5% | +34.1% | -3.2% |
| 3M | +24.1% | +99.5% | -75.4% | +23.4% |
| 6M | +20.0% | +126.0% | -106.0% | +18.8% |
| YTD | -4.9% | +218.7% | -223.6% | -6.9% |
| 1Y | -4.9% | +378.0% | -382.9% | -7.6% |
| All | -4.9% | +362.8% | -367.7% | -7.6% |
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