-13.2%
UNH vs IOVA
+41.0%
-54.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.9% |
| 7D | -1.7% | -2.2% | +0.6% | -1.6% |
| 30D | -3.8% | +31.7% | -35.6% | -4.5% |
| 3M | -4.3% | +117.3% | -121.6% | -6.3% |
| 6M | +38.6% | +55.8% | -17.2% | +36.5% |
| YTD | +20.7% | +208.8% | -188.1% | +16.5% |
| 1Y | +16.0% | +255.7% | -239.7% | +11.2% |
| All | -13.2% | +41.0% | -54.2% | -16.4% |
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