0.0%
W vs IOVA
+233.9%
-233.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.6% |
| 7D | +1.1% | -8.5% | +9.6% | +1.7% |
| 30D | +6.4% | -44.7% | +51.1% | +9.5% |
| 3M | +9.0% | +26.2% | -17.3% | +5.0% |
| 6M | +69.8% | +123.2% | -53.4% | +54.6% |
| YTD | +12.1% | +196.0% | -183.9% | -1.0% |
| 1Y | 0.0% | +240.9% | -240.9% | -12.9% |
| All | 0.0% | +233.9% | -233.9% | -12.9% |
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 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