+141.5%
W vs IOVA
+6.6%
+134.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.8% |
| 7D | +6.5% | +5.1% | +1.4% | +5.3% |
| 30D | -6.2% | +37.2% | -43.4% | -13.1% |
| 3M | +48.9% | +117.5% | -68.6% | +19.9% |
| 6M | +31.2% | +69.6% | -38.4% | +9.7% |
| YTD | -0.4% | +218.7% | -219.1% | -30.0% |
| 1Y | +14.8% | +265.5% | -250.7% | -24.1% |
| 3Y | +40.5% | +46.2% | -5.7% | -5.6% |
| 5Y | -62.1% | -63.2% | +1.1% | -68.4% |
| 10Y | +141.5% | +6.1% | +135.4% | +70.9% |
| All | +141.5% | +6.6% | +134.9% | +70.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling