-7.2%
SYK vs IOVA
+36.1%
-43.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.5% | -1.8% |
| 7D | -12.3% | -6.4% | -5.9% | -12.2% |
| 30D | -22.4% | +25.4% | -47.9% | -23.1% |
| 3M | -12.3% | +115.3% | -127.7% | -14.8% |
| 6M | -24.3% | +56.5% | -80.8% | -25.9% |
| YTD | -22.8% | +198.2% | -220.9% | -26.2% |
| 1Y | -28.8% | +242.0% | -270.8% | -32.5% |
| All | -7.2% | +36.1% | -43.4% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling