-7.5%
WY vs IOVA
+299.5%
-307.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -2.6% | +9.7% | -12.4% | -2.7% |
| 30D | -10.9% | +102.5% | -113.4% | -11.2% |
| 3M | -6.0% | +100.7% | -106.7% | -6.6% |
| 6M | -5.6% | +106.3% | -112.0% | -6.4% |
| YTD | -1.1% | +222.0% | -223.1% | -3.2% |
| 1Y | -7.5% | +299.5% | -307.0% | -11.9% |
| All | -7.5% | +299.5% | -307.0% | -11.9% |
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