-13.5%
WDAY vs IOVA
+362.8%
-376.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.4% | +2.0% |
| 7D | -1.2% | -41.3% | +40.0% | -1.4% |
| 30D | +6.8% | -38.5% | +45.3% | +6.8% |
| 3M | +17.8% | +99.5% | -81.7% | +21.7% |
| 6M | +57.8% | +126.0% | -68.2% | +62.8% |
| YTD | -6.0% | +218.7% | -224.7% | -4.0% |
| 1Y | -13.5% | +378.0% | -391.6% | -11.7% |
| All | -13.5% | +362.8% | -376.3% | -11.7% |
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