+5.1%
SLV vs IOVA
+237.6%
-232.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.6% |
| 7D | +5.6% | +1.9% | +3.8% | +5.3% |
| 30D | -12.1% | -44.1% | +32.0% | -8.0% |
| 3M | -16.3% | +28.9% | -45.1% | -19.1% |
| 6M | -34.1% | +125.7% | -159.8% | -40.3% |
| YTD | -25.3% | +199.3% | -224.5% | -35.4% |
| All | +5.1% | +237.6% | -232.5% | -10.0% |
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