+264.0%
SPOT vs IOVA
-44.5%
+308.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.3% |
| 7D | -0.9% | +9.7% | -10.7% | -2.0% |
| 30D | +12.5% | +102.5% | -90.1% | +1.9% |
| 3M | +9.9% | +100.7% | -90.8% | -1.1% |
| 6M | +1.6% | +106.3% | -104.8% | -10.1% |
| YTD | -6.6% | +222.0% | -228.6% | -22.7% |
| 1Y | -22.9% | +299.5% | -322.5% | -39.0% |
| 3Y | +244.3% | +42.9% | +201.3% | +167.0% |
| 5Y | +117.8% | -65.0% | +182.8% | +94.6% |
| All | +264.0% | -44.5% | +308.6% | +177.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling