+46.7%
WAB vs IOVA
+299.5%
-252.9%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.7% |
| 7D | -3.2% | +9.7% | -12.9% | -3.3% |
| 30D | -4.4% | +102.5% | -107.0% | -5.1% |
| 3M | +7.9% | +100.7% | -92.8% | +6.9% |
| 6M | +8.7% | +106.3% | -97.6% | +7.3% |
| YTD | +33.0% | +222.0% | -189.0% | +30.0% |
| 1Y | +46.7% | +299.5% | -252.9% | +43.9% |
| All | +46.7% | +299.5% | -252.9% | +43.9% |
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