+950.1%
THC vs IOVA
+6.6%
+943.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.1% |
| 7D | -2.6% | +5.1% | -7.6% | -3.1% |
| 30D | -1.2% | +37.2% | -38.4% | -5.0% |
| 3M | +58.9% | +117.5% | -58.6% | +42.6% |
| 6M | +9.3% | +69.6% | -60.3% | -0.1% |
| YTD | +30.4% | +218.7% | -188.3% | +9.0% |
| 1Y | +34.6% | +265.5% | -230.9% | +9.3% |
| 3Y | +246.7% | +46.2% | +200.4% | +175.1% |
| 5Y | +244.5% | -63.2% | +307.8% | +204.7% |
| 10Y | +950.1% | +6.1% | +944.0% | +807.3% |
| All | +950.1% | +6.6% | +943.5% | +807.3% |
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