+35.8%
UBER vs IOVA
+103.0%
-67.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | +5.2% | -8.5% | +13.7% | +5.7% |
| 30D | -2.0% | -44.7% | +42.7% | +0.6% |
| 3M | -10.2% | +26.2% | -36.5% | -12.6% |
| 6M | -7.2% | +123.2% | -130.4% | -13.3% |
| YTD | -14.3% | +196.0% | -210.2% | -22.1% |
| 1Y | -25.6% | +240.9% | -266.5% | -33.1% |
| 3Y | +35.8% | +103.5% | -67.7% | +26.7% |
| All | +35.8% | +103.0% | -67.2% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling