+1,800.1%
THC vs IOVA
+28.7%
+1,771.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.8% |
| 7D | +7.5% | +1.9% | +5.6% | +7.1% |
| 30D | +9.6% | -44.1% | +53.7% | +15.1% |
| 3M | +10.3% | +28.9% | -18.6% | +4.3% |
| 6M | +51.8% | +125.7% | -73.9% | +31.6% |
| YTD | +45.4% | +199.3% | -153.8% | +19.3% |
| 1Y | +40.8% | +255.2% | -214.4% | +12.6% |
| 3Y | +448.8% | +106.8% | +342.0% | +304.4% |
| 5Y | +263.4% | -67.1% | +330.5% | +219.4% |
| 10Y | +1,800.1% | +16.7% | +1,783.4% | +1,246.9% |
| All | +1,800.1% | +28.7% | +1,771.4% | +1,246.9% |
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