+6.2%
WMT vs IOVA
+244.9%
-238.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | -0.2% |
| 7D | -2.5% | -6.4% | +4.0% | -2.7% |
| 30D | -6.4% | +25.4% | -31.8% | -6.0% |
| 3M | -12.1% | +115.3% | -127.5% | -10.7% |
| 6M | -15.0% | +56.5% | -71.5% | -14.1% |
| YTD | -4.5% | +198.2% | -202.7% | -1.6% |
| 1Y | +6.2% | +242.0% | -235.8% | +10.1% |
| All | +6.2% | +244.9% | -238.7% | +10.1% |
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