+38.3%
SPOT vs IOVA
+104.0%
-65.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +3.9% | -1.8% |
| 7D | -2.6% | -1.4% | -1.2% | -2.6% |
| 30D | +13.5% | -47.4% | +60.9% | +12.8% |
| 3M | +22.2% | +13.2% | +9.0% | +18.2% |
| 6M | +38.3% | +114.3% | -76.0% | +27.0% |
| All | +38.3% | +104.0% | -65.7% | +27.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling