+27.3%
WAT vs IOVA
+362.8%
-335.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.1% | +1.7% |
| 7D | -1.9% | -41.3% | +39.3% | -1.2% |
| 30D | +6.2% | -38.5% | +44.8% | +6.9% |
| 3M | +18.1% | +99.5% | -81.5% | +16.3% |
| 6M | +54.9% | +126.0% | -71.1% | +51.6% |
| YTD | +23.1% | +218.7% | -195.6% | +19.1% |
| 1Y | +27.3% | +378.0% | -350.7% | +20.3% |
| All | +27.3% | +362.8% | -335.5% | +20.3% |
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