+1,210.8%
URI vs IOVA
+7.2%
+1,203.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +2.4% | -7.0% | +9.4% | +3.1% |
| 30D | +8.9% | -44.4% | +53.3% | +13.8% |
| 3M | +0.8% | +24.7% | -23.8% | -3.6% |
| 6M | +23.1% | +118.6% | -95.5% | +9.1% |
| YTD | +43.1% | +196.3% | -153.3% | +20.5% |
| 1Y | +35.7% | +205.3% | -169.6% | +13.5% |
| 3Y | +158.2% | +103.8% | +54.4% | +102.3% |
| 5Y | +212.6% | -65.6% | +278.1% | +178.7% |
| 10Y | +1,210.8% | +6.4% | +1,204.3% | +888.7% |
| All | +1,210.8% | +7.2% | +1,203.6% | +888.7% |
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