+44.3%
UPS vs IOVA
+7.2%
+37.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.3% |
| 7D | -1.6% | -7.0% | +5.4% | -1.3% |
| 30D | +17.9% | -44.4% | +62.4% | +20.5% |
| 3M | +9.4% | +24.7% | -15.3% | +7.0% |
| 6M | +16.2% | +118.6% | -102.5% | +9.6% |
| YTD | +18.8% | +196.3% | -177.6% | +9.0% |
| 1Y | +26.1% | +205.3% | -179.2% | +15.3% |
| 3Y | -4.5% | +103.8% | -108.2% | -15.1% |
| 5Y | -33.2% | -65.6% | +32.4% | -37.5% |
| 10Y | +44.3% | +6.4% | +37.9% | +27.2% |
| All | +44.3% | +7.2% | +37.2% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling