+498.4%
TEAM vs IOVA
+7.8%
+490.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.8% |
| 7D | -5.7% | +5.1% | -10.7% | -6.3% |
| 30D | +18.3% | +37.2% | -18.9% | +12.9% |
| 3M | +80.2% | +117.5% | -37.3% | +57.6% |
| 6M | +111.0% | +69.6% | +41.4% | +88.3% |
| YTD | +8.8% | +218.7% | -209.9% | -12.9% |
| 1Y | +2.2% | +265.5% | -263.4% | -21.3% |
| 3Y | -14.6% | +46.2% | -60.8% | -35.2% |
| 5Y | -53.8% | -63.2% | +9.5% | -60.0% |
| All | +498.4% | +7.8% | +490.6% | +336.6% |
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 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