+787.1%
STLD vs IOVA
+12.2%
+774.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +3.8% |
| 7D | -4.7% | -8.5% | +3.8% | -4.1% |
| 30D | -0.9% | -44.7% | +43.8% | +2.2% |
| 3M | -11.9% | +26.2% | -38.1% | -14.9% |
| 6M | +0.9% | +123.2% | -122.3% | -7.8% |
| YTD | +40.4% | +196.0% | -155.5% | +23.7% |
| 1Y | +56.6% | +240.9% | -184.4% | +35.9% |
| 3Y | +125.5% | +103.5% | +22.0% | +88.5% |
| 5Y | +292.8% | -65.5% | +358.3% | +260.9% |
| 10Y | +787.1% | +7.0% | +780.1% | +616.4% |
| All | +787.1% | +12.2% | +774.9% | +616.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling