+634.6%
XYZ vs IOVA
+12.2%
+622.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.2% |
| 7D | +12.6% | -8.5% | +21.1% | +14.4% |
| 30D | +10.8% | -44.7% | +55.5% | +21.2% |
| 3M | +8.4% | +26.2% | -17.9% | -1.6% |
| 6M | +14.3% | +123.2% | -108.9% | -11.9% |
| YTD | +31.5% | +196.0% | -164.5% | -8.0% |
| 1Y | +28.1% | +240.9% | -212.8% | -14.1% |
| 3Y | +66.2% | +103.5% | -37.4% | -4.1% |
| 5Y | -62.3% | -65.5% | +3.1% | -69.8% |
| 10Y | +634.6% | +7.0% | +627.6% | +315.6% |
| All | +634.6% | +12.2% | +622.4% | +315.6% |
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