-6.5%
U vs IOVA
+254.2%
-260.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.1% |
| 7D | +4.4% | -2.2% | +6.6% | +4.6% |
| 30D | -1.3% | +31.7% | -33.0% | -5.2% |
| 3M | +49.6% | +117.3% | -67.7% | +34.3% |
| 6M | +100.2% | +55.8% | +44.4% | +85.5% |
| YTD | -3.7% | +208.8% | -212.5% | -17.9% |
| 1Y | -6.5% | +255.7% | -262.2% | -17.0% |
| All | -6.5% | +254.2% | -260.7% | -17.0% |
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