+1,744.2%
TER vs IOVA
+6.6%
+1,737.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.3% |
| 7D | +11.0% | +5.1% | +5.9% | +10.3% |
| 30D | -1.9% | +37.2% | -39.1% | -5.9% |
| 3M | -0.7% | +117.5% | -118.2% | -11.6% |
| 6M | +36.4% | +69.6% | -33.2% | +24.2% |
| YTD | +92.4% | +218.7% | -126.2% | +59.8% |
| 1Y | +213.5% | +265.5% | -52.0% | +152.2% |
| 3Y | +277.2% | +46.2% | +231.0% | +200.4% |
| 5Y | +219.1% | -63.2% | +282.4% | +182.9% |
| 10Y | +1,744.2% | +6.1% | +1,738.1% | +1,355.5% |
| All | +1,744.2% | +6.6% | +1,737.6% | +1,355.5% |
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