+18.4%
U vs IOVA
+362.8%
-344.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.0% |
| 7D | +7.5% | -41.3% | +48.7% | +11.9% |
| 30D | -7.0% | -38.5% | +31.5% | -3.7% |
| 3M | +20.6% | +99.5% | -79.0% | +8.1% |
| 6M | +53.2% | +126.0% | -72.8% | +35.6% |
| YTD | -3.9% | +218.7% | -222.6% | -17.9% |
| 1Y | +18.4% | +378.0% | -359.7% | +6.0% |
| All | +18.4% | +362.8% | -344.4% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling