+63.3%
SLV vs IOVA
+254.2%
-190.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +2.5% |
| 7D | +2.8% | -2.2% | +5.0% | +3.0% |
| 30D | +2.2% | +31.7% | -29.5% | -0.1% |
| 3M | +2.9% | +117.3% | -114.4% | -4.3% |
| 6M | -22.4% | +55.8% | -78.2% | -26.4% |
| YTD | -5.7% | +208.8% | -214.5% | -16.1% |
| 1Y | +63.3% | +255.7% | -192.4% | +45.0% |
| All | +63.3% | +254.2% | -190.9% | +45.0% |
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