+6,560.0%
URI vs IOVA
-92.6%
+6,652.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -11.0% | +3.9% | -6.8% |
| 7D | -12.9% | -19.0% | +6.1% | -12.4% |
| 30D | -3.4% | -40.3% | +36.9% | -2.3% |
| 3M | -10.0% | +78.3% | -88.4% | -12.2% |
| 6M | +12.2% | +94.5% | -82.3% | +8.9% |
| YTD | +29.8% | +183.5% | -153.8% | +24.1% |
| 1Y | +24.6% | +327.6% | -303.0% | +17.6% |
| 3Y | +137.6% | +83.8% | +53.7% | +124.9% |
| 5Y | +176.6% | -69.0% | +245.7% | +168.3% |
| 10Y | +1,402.6% | +33.4% | +1,369.1% | +1,314.4% |
| All | +6,560.0% | -92.6% | +6,652.6% | +6,177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling