-24.3%
UBER vs IOVA
+259.8%
-284.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.7% | -6.9% | -1.5% |
| 7D | -5.4% | -2.2% | -3.2% | -5.3% |
| 30D | -4.9% | +27.6% | -32.5% | -6.2% |
| 3M | +3.0% | +117.2% | -114.1% | -1.4% |
| 6M | -4.4% | +77.7% | -82.1% | -7.9% |
| YTD | -12.3% | +215.0% | -227.3% | -18.8% |
| 1Y | -24.3% | +255.4% | -279.7% | -30.1% |
| All | -24.3% | +259.8% | -284.1% | -30.1% |
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