+289.9%
WAB vs IOVA
+4.5%
+285.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.2% |
| 7D | +0.2% | -2.2% | +2.4% | +0.4% |
| 30D | -4.6% | +31.7% | -36.3% | -6.5% |
| 3M | +5.6% | +117.3% | -111.6% | -1.0% |
| 6M | +13.8% | +55.8% | -42.0% | +8.5% |
| YTD | +31.9% | +208.8% | -176.9% | +18.6% |
| 1Y | +48.3% | +255.7% | -207.4% | +31.0% |
| 3Y | +167.1% | +41.7% | +125.5% | +134.2% |
| 5Y | +222.9% | -64.9% | +287.8% | +201.1% |
| 10Y | +289.9% | +6.3% | +283.6% | +209.0% |
| All | +289.9% | +4.5% | +285.5% | +209.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling