+20.8%
WM vs IOVA
+362.8%
-341.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.6% |
| 7D | +5.9% | -41.3% | +47.2% | +5.4% |
| 30D | +15.4% | -38.5% | +53.9% | +14.9% |
| 3M | +6.3% | +99.5% | -93.2% | +6.1% |
| 6M | +5.6% | +126.0% | -120.4% | +5.5% |
| YTD | +9.9% | +218.7% | -208.7% | +10.2% |
| 1Y | +20.8% | +378.0% | -357.2% | +22.7% |
| All | +20.8% | +362.8% | -341.9% | +22.7% |
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