+48.3%
UBER vs IOVA
+36.1%
+12.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.3% |
| 7D | -4.5% | -6.4% | +2.0% | -4.1% |
| 30D | -7.6% | +25.4% | -33.0% | -9.0% |
| 3M | +5.8% | +115.3% | -109.6% | +0.3% |
| 6M | +0.3% | +56.5% | -56.3% | -3.6% |
| YTD | -11.2% | +198.2% | -209.4% | -18.5% |
| 1Y | -23.0% | +242.0% | -265.0% | -30.3% |
| All | +48.3% | +36.1% | +12.1% | +28.4% |
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