+711.3%
WPM vs IOVA
+0.8%
+710.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.3% |
| 7D | -3.6% | -3.5% | -0.1% | -3.4% |
| 30D | +1.4% | -45.4% | +46.8% | +3.8% |
| 3M | -0.2% | +19.0% | -19.2% | -1.6% |
| 6M | -7.3% | +112.0% | -119.3% | -11.2% |
| YTD | +12.3% | +184.2% | -171.9% | +6.0% |
| 1Y | +24.9% | +222.0% | -197.1% | +17.2% |
| 3Y | +210.4% | +92.6% | +117.8% | +186.0% |
| 5Y | +210.4% | -63.2% | +273.5% | +195.5% |
| All | +711.3% | +0.8% | +710.5% | +702.5% |
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