+7.0%
WMT vs IOVA
+299.5%
-292.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.2% |
| 7D | +3.9% | +9.7% | -5.8% | +4.2% |
| 30D | -4.4% | +102.5% | -106.9% | -2.9% |
| 3M | -8.8% | +100.7% | -109.5% | -7.3% |
| 6M | -15.6% | +106.3% | -122.0% | -14.0% |
| YTD | -3.2% | +222.0% | -225.2% | +0.1% |
| 1Y | +7.0% | +299.5% | -292.5% | +11.5% |
| All | +7.0% | +299.5% | -292.5% | +11.5% |
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 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