+82.5%
UBER vs IOVA
-63.5%
+146.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.4% |
| 7D | -2.8% | +5.1% | -7.9% | -3.3% |
| 30D | -2.5% | +37.2% | -39.7% | -5.8% |
| 3M | +4.4% | +117.5% | -113.1% | -5.1% |
| 6M | -2.7% | +69.6% | -72.3% | -10.0% |
| YTD | -10.5% | +218.7% | -229.2% | -23.7% |
| 1Y | -22.5% | +265.5% | -288.0% | -35.7% |
| 3Y | +54.8% | +46.2% | +8.6% | +24.6% |
| 5Y | +82.5% | -63.2% | +145.8% | +76.0% |
| All | +82.5% | -63.5% | +146.0% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling