-8.3%
SHOP vs IOVA
+250.8%
-259.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.0% | -6.6% | -7.5% |
| 7D | -4.1% | +5.1% | -9.2% | -4.2% |
| 30D | -11.5% | +37.2% | -48.7% | -12.5% |
| 3M | +21.1% | +117.5% | -96.4% | +17.3% |
| 6M | +3.0% | +69.6% | -66.6% | +1.5% |
| YTD | -16.7% | +218.7% | -235.4% | -22.8% |
| 1Y | -8.3% | +265.5% | -273.8% | -11.1% |
| All | -8.3% | +250.8% | -259.1% | -11.1% |
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