+31.1%
SOLS vs IOVA
+278.0%
-246.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -2.0% |
| 7D | +3.7% | -2.2% | +5.9% | +3.7% |
| 30D | +5.0% | +31.7% | -26.7% | +5.0% |
| 3M | -21.1% | +117.3% | -138.4% | -21.3% |
| 6M | -14.2% | +55.8% | -70.0% | -15.9% |
| YTD | +30.6% | +208.8% | -178.2% | +34.8% |
| All | +31.1% | +278.0% | -246.9% | +40.1% |
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