+1,001.8%
TER vs IOVA
+28.7%
+973.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.6% | +11.1% | +12.5% |
| 7D | -5.8% | +1.9% | -7.6% | -5.8% |
| 30D | -38.9% | -44.1% | +5.2% | -34.9% |
| 3M | -35.1% | +28.9% | -64.0% | -38.2% |
| 6M | -31.6% | +125.7% | -157.3% | -40.5% |
| YTD | +27.2% | +199.3% | -172.0% | +5.0% |
| 1Y | +35.2% | +255.2% | -220.0% | +8.5% |
| 3Y | +192.8% | +106.8% | +86.0% | +120.5% |
| 5Y | +72.4% | -67.1% | +139.5% | +53.5% |
| 10Y | +1,001.8% | +16.7% | +985.1% | +730.1% |
| All | +1,001.8% | +28.7% | +973.2% | +730.1% |
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