+37.9%
SOLS vs IOVA
+242.2%
-204.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.7% | +4.7% | -0.9% |
| 7D | +20.8% | -1.4% | +22.3% | +20.9% |
| 30D | +9.2% | -47.4% | +56.6% | +9.1% |
| 3M | +7.1% | +13.2% | -6.2% | +7.7% |
| 6M | -23.7% | +114.3% | -138.0% | -23.3% |
| YTD | +37.3% | +179.5% | -142.1% | +42.6% |
| 1Y | +42.2% | +200.4% | -158.2% | +47.9% |
| All | +37.9% | +242.2% | -204.3% | +48.3% |
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