+1,359.3%
WDC vs IOVA
+50.0%
+1,309.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.2% |
| 7D | +6.0% | +5.1% | +0.9% | +5.7% |
| 30D | +9.9% | +37.2% | -27.3% | +7.9% |
| 3M | -9.4% | +117.5% | -126.9% | -14.6% |
| 6M | +94.7% | +69.6% | +25.1% | +86.1% |
| YTD | +177.3% | +218.7% | -41.4% | +148.5% |
| 1Y | +412.4% | +265.5% | +146.9% | +349.0% |
| 3Y | +1,359.3% | +46.2% | +1,313.1% | +1,193.9% |
| All | +1,359.3% | +50.0% | +1,309.3% | +1,193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling