+32.1%
SOLS vs IOVA
+294.2%
-262.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.9% |
| 7D | +0.3% | +9.7% | -9.4% | +0.4% |
| 30D | +2.1% | +102.5% | -100.4% | +1.8% |
| 3M | -24.1% | +100.7% | -124.8% | -24.2% |
| 6M | -15.0% | +106.3% | -121.3% | -15.2% |
| YTD | +31.6% | +222.0% | -190.4% | +35.8% |
| All | +32.1% | +294.2% | -262.1% | +41.2% |
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