+28.1%
XYZ vs IOVA
+233.9%
-205.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.3% |
| 7D | +12.6% | -8.5% | +21.1% | +12.9% |
| 30D | +10.8% | -44.7% | +55.5% | +12.3% |
| 3M | +8.4% | +26.2% | -17.9% | +6.4% |
| 6M | +14.3% | +123.2% | -108.9% | +7.4% |
| YTD | +31.5% | +196.0% | -164.5% | +19.5% |
| 1Y | +28.1% | +240.9% | -212.8% | +16.5% |
| All | +28.1% | +233.9% | -205.8% | +16.5% |
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 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