+1,309.1%
WDC vs IOVA
+4.5%
+1,304.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.4% |
| 7D | +7.5% | -2.2% | +9.7% | +7.7% |
| 30D | +10.1% | +31.7% | -21.7% | +6.3% |
| 3M | -6.8% | +117.3% | -124.1% | -17.3% |
| 6M | +84.1% | +55.8% | +28.3% | +68.7% |
| YTD | +180.3% | +208.8% | -28.5% | +131.7% |
| 1Y | +411.1% | +255.7% | +155.4% | +309.3% |
| 3Y | +1,375.0% | +41.7% | +1,333.3% | +1,074.9% |
| 5Y | +991.6% | -64.9% | +1,056.5% | +873.7% |
| 10Y | +1,309.1% | +6.3% | +1,302.8% | +980.1% |
| All | +1,309.1% | +4.5% | +1,304.6% | +980.1% |
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