+19.3%
WAT vs IOVA
+189.0%
-169.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.7% | +3.8% | -1.7% |
| 7D | +2.0% | -1.4% | +3.4% | +2.1% |
| 30D | +7.7% | -47.4% | +55.1% | +8.8% |
| 3M | +11.1% | +13.2% | -2.1% | +10.6% |
| 6M | +31.2% | +114.3% | -83.1% | +28.6% |
| YTD | +21.7% | +179.5% | -157.8% | +18.4% |
| 1Y | +19.3% | +200.4% | -181.1% | +15.8% |
| All | +19.3% | +189.0% | -169.7% | +15.8% |
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