+25.2%
UAL vs IOVA
+237.6%
-212.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +6.7% |
| 7D | +10.2% | +1.9% | +8.3% | +10.1% |
| 30D | +12.0% | -44.1% | +56.1% | +14.5% |
| 3M | -7.1% | +28.9% | -35.9% | -9.9% |
| 6M | +20.9% | +125.7% | -104.8% | +10.4% |
| YTD | +7.7% | +199.3% | -191.6% | -4.5% |
| All | +25.2% | +237.6% | -212.4% | +10.2% |
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