+73.1%
TEAM vs IOVA
+101.5%
-28.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +3.9% | -20.0% | -16.3% |
| 7D | -19.8% | -5.2% | -14.7% | -19.7% |
| 30D | -21.5% | -37.8% | +16.3% | -20.1% |
| 3M | +39.5% | +29.5% | +10.0% | +47.9% |
| 6M | +73.1% | +96.6% | -23.5% | +90.7% |
| All | +73.1% | +101.5% | -28.4% | +90.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling