+282.5%
UNP vs IOVA
+4.5%
+278.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.1% |
| 7D | -1.7% | -2.2% | +0.5% | -1.6% |
| 30D | -2.1% | +31.7% | -33.8% | -3.7% |
| 3M | +5.4% | +117.3% | -111.8% | +0.2% |
| 6M | +13.4% | +55.8% | -42.4% | +9.2% |
| YTD | +25.0% | +208.8% | -183.8% | +15.0% |
| 1Y | +34.6% | +255.7% | -221.1% | +22.0% |
| 3Y | +43.6% | +41.7% | +1.9% | +29.5% |
| 5Y | +51.7% | -64.9% | +116.6% | +43.4% |
| 10Y | +282.5% | +6.3% | +276.2% | +236.9% |
| All | +282.5% | +4.5% | +278.1% | +236.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling