+73.6%
SLB vs IOVA
-66.8%
+140.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.9% |
| 3M | -2.7% | +13.2% | -15.9% | -4.6% |
| 6M | -7.5% | +114.3% | -121.9% | -12.9% |
| YTD | +34.8% | +179.5% | -144.7% | +24.5% |
| 1Y | +44.6% | +200.4% | -155.8% | +32.7% |
| 3Y | +3.2% | +92.2% | -89.0% | -6.1% |
| 5Y | +73.6% | -63.8% | +137.3% | +65.6% |
| All | +73.6% | -66.8% | +140.4% | +65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling