+550.8%
WPM vs IOVA
+4.5%
+546.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.2% |
| 7D | +3.9% | -2.2% | +6.1% | +4.0% |
| 30D | +17.7% | +31.7% | -14.0% | +16.3% |
| 3M | +39.4% | +117.3% | -77.8% | +34.5% |
| 6M | +6.4% | +55.8% | -49.4% | +3.6% |
| YTD | +34.0% | +208.8% | -174.8% | +27.0% |
| 1Y | +50.5% | +255.7% | -205.2% | +41.5% |
| 3Y | +280.3% | +41.7% | +238.6% | +256.7% |
| 5Y | +266.3% | -64.9% | +331.2% | +251.2% |
| 10Y | +550.8% | +6.3% | +544.5% | +588.3% |
| All | +550.8% | +4.5% | +546.3% | +588.3% |
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 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