+35.7%
URI vs IOVA
+235.7%
-200.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +2.4% | -7.0% | +9.4% | +2.4% |
| 30D | +8.9% | -44.4% | +53.3% | +8.6% |
| 3M | +0.8% | +24.7% | -23.8% | +0.1% |
| 6M | +23.1% | +118.6% | -95.5% | +20.9% |
| YTD | +43.1% | +196.3% | -153.3% | +40.4% |
| 1Y | +35.7% | +205.3% | -169.6% | +34.4% |
| All | +35.7% | +235.7% | -200.0% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling