+2.9%
WEC vs IOVA
+265.5%
-262.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.1% |
| 7D | +0.8% | +5.1% | -4.3% | +0.8% |
| 30D | +0.3% | +37.2% | -36.9% | +0.2% |
| 3M | -2.9% | +117.5% | -120.4% | -3.4% |
| 6M | -5.9% | +69.6% | -75.5% | -6.5% |
| YTD | +4.1% | +218.7% | -214.5% | +3.5% |
| All | +2.9% | +265.5% | -262.6% | +3.3% |
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