+607.6%
TEAM vs IOVA
+1.5%
+606.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.9% |
| 7D | -22.2% | -8.5% | -13.7% | -21.4% |
| 30D | -28.1% | -44.7% | +16.6% | -23.1% |
| 3M | -2.2% | +26.2% | -28.4% | -7.4% |
| 6M | +62.2% | +123.2% | -61.0% | +38.1% |
| YTD | -8.4% | +196.0% | -204.3% | -26.9% |
| 1Y | -6.6% | +240.9% | -247.5% | -27.6% |
| 3Y | -15.7% | +103.5% | -119.2% | -39.7% |
| 5Y | -65.7% | -65.5% | -0.3% | -70.4% |
| 10Y | +441.0% | +7.0% | +433.9% | +275.0% |
| All | +607.6% | +1.5% | +606.1% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling