+3,647.2%
SHOP vs IOVA
+28.7%
+3,618.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.8% |
| 7D | -2.7% | +1.9% | -4.5% | -3.2% |
| 30D | -11.0% | -44.1% | +33.1% | -3.7% |
| 3M | +0.3% | +28.9% | -28.5% | -7.3% |
| 6M | +37.7% | +125.7% | -88.0% | +11.6% |
| YTD | -5.5% | +199.3% | -204.8% | -29.9% |
| 1Y | -0.2% | +255.2% | -255.4% | -28.9% |
| 3Y | +151.9% | +106.8% | +45.0% | +59.9% |
| 5Y | -2.2% | -67.1% | +64.9% | -17.8% |
| 10Y | +3,647.2% | +16.7% | +3,630.5% | +2,049.5% |
| All | +3,647.2% | +28.7% | +3,618.5% | +2,049.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling