-22.9%
SPOT vs IOVA
+299.5%
-322.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.2% |
| 7D | -0.9% | +9.7% | -10.7% | -1.4% |
| 30D | +12.5% | +102.5% | -90.1% | +8.2% |
| 3M | +9.9% | +100.7% | -90.8% | +5.4% |
| 6M | +1.6% | +106.3% | -104.8% | -3.4% |
| YTD | -6.6% | +222.0% | -228.6% | -13.9% |
| 1Y | -22.9% | +299.5% | -322.5% | -29.4% |
| All | -22.9% | +299.5% | -322.5% | -29.4% |
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