+189.4%
WEC vs IOVA
+12.2%
+177.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +1.4% | -8.5% | +9.9% | +1.5% |
| 30D | +12.8% | -44.7% | +57.5% | +13.8% |
| 3M | +11.2% | +26.2% | -15.0% | +9.9% |
| 6M | +6.6% | +123.2% | -116.6% | +3.6% |
| YTD | +13.8% | +196.0% | -182.1% | +9.4% |
| 1Y | +7.6% | +240.9% | -233.3% | +2.9% |
| 3Y | +62.2% | +103.5% | -41.3% | +52.9% |
| 5Y | +52.0% | -65.5% | +117.4% | +47.7% |
| 10Y | +189.4% | +7.0% | +182.4% | +172.5% |
| All | +189.4% | +12.2% | +177.2% | +172.5% |
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