-50.3%
TEAM vs IOVA
-64.9%
+14.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.7% | -2.8% |
| 7D | -0.4% | +9.7% | -10.2% | -1.6% |
| 30D | +67.3% | +102.5% | -35.2% | +50.7% |
| 3M | +86.8% | +100.7% | -13.9% | +66.8% |
| 6M | +146.8% | +106.3% | +40.5% | +115.9% |
| YTD | +16.9% | +222.0% | -205.1% | -5.4% |
| 1Y | +12.8% | +299.5% | -286.8% | -13.3% |
| 3Y | -7.3% | +42.9% | -50.2% | -30.0% |
| All | -50.3% | -64.9% | +14.6% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling