+20.7%
XYZ vs IOVA
+362.8%
-342.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.5% | +16.8% | +15.3% |
| 7D | +16.5% | -41.3% | +57.8% | +17.5% |
| 30D | +15.0% | -38.5% | +53.5% | +15.7% |
| 3M | +3.5% | +99.5% | -96.0% | +1.0% |
| 6M | +21.9% | +126.0% | -104.1% | +17.2% |
| YTD | +34.6% | +218.7% | -184.1% | +27.2% |
| 1Y | +20.7% | +378.0% | -357.3% | +16.8% |
| All | +20.7% | +362.8% | -342.0% | +16.8% |
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