-0.6%
TECH vs IOVA
+49.0%
-49.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.1% |
| 7D | +0.1% | +9.7% | -9.6% | -0.8% |
| 30D | +0.7% | +102.5% | -101.8% | -6.7% |
| 3M | +36.3% | +100.7% | -64.3% | +25.5% |
| 6M | +25.6% | +106.3% | -80.8% | +13.7% |
| YTD | +23.7% | +222.0% | -198.3% | +5.2% |
| 1Y | +37.6% | +299.5% | -261.9% | +12.6% |
| All | -0.6% | +49.0% | -49.5% | -22.0% |
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 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