-59.1%
Z vs IOVA
+255.8%
-314.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -2.5% |
| 7D | -4.6% | -5.2% | +0.6% | -4.4% |
| 30D | +8.3% | -37.8% | +46.1% | +9.3% |
| 3M | -11.6% | +29.5% | -41.1% | -13.1% |
| 6M | -33.6% | +96.6% | -130.2% | -36.9% |
| YTD | -56.7% | +194.5% | -251.2% | -61.7% |
| 1Y | -59.1% | +248.1% | -307.2% | -64.7% |
| All | -59.1% | +255.8% | -314.9% | -64.7% |
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