-13.1%
SLB vs IOVA
+0.8%
-13.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +3.5% | -3.5% | +7.0% | +3.8% |
| 30D | +6.5% | -45.4% | +51.9% | +10.3% |
| 3M | -0.2% | +19.0% | -19.3% | -3.4% |
| 6M | -5.7% | +112.0% | -117.7% | -13.8% |
| YTD | +36.8% | +184.2% | -147.4% | +20.7% |
| 1Y | +45.8% | +222.0% | -176.2% | +27.0% |
| 3Y | +3.4% | +92.6% | -89.2% | -13.4% |
| 5Y | +76.1% | -63.2% | +139.3% | +59.8% |
| All | -13.1% | +0.8% | -13.9% | -27.7% |
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 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