-22.3%
SYK vs IOVA
+299.5%
-321.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.6% |
| 7D | -8.3% | +9.7% | -18.1% | -8.5% |
| 30D | -10.1% | +102.5% | -112.6% | -11.3% |
| 3M | +0.9% | +100.7% | -99.8% | -0.7% |
| 6M | -20.2% | +106.3% | -126.5% | -21.3% |
| YTD | -13.3% | +222.0% | -235.3% | -14.6% |
| 1Y | -22.3% | +299.5% | -321.9% | -23.1% |
| All | -22.3% | +299.5% | -321.9% | -23.1% |
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 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