+1.8%
SLB vs IOVA
+95.6%
-93.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.6% | +0.2% |
| 7D | +2.6% | -1.4% | +4.0% | +2.6% |
| 30D | +4.4% | -47.4% | +51.8% | +7.3% |
| 3M | -2.7% | +13.2% | -15.9% | -5.1% |
| 6M | -7.5% | +114.3% | -121.9% | -14.3% |
| YTD | +34.8% | +179.5% | -144.7% | +21.7% |
| 1Y | +44.6% | +200.4% | -155.8% | +29.5% |
| All | +1.8% | +95.6% | -93.8% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling