+23.4%
ZBH vs IOVA
+323.0%
-299.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -11.0% | +8.0% | -3.0% |
| 7D | +9.6% | -19.0% | +28.7% | +9.6% |
| 30D | +19.1% | -40.3% | +59.4% | +18.9% |
| 3M | +9.1% | +78.3% | -69.2% | +9.4% |
| 6M | +29.4% | +94.5% | -65.1% | +29.3% |
| YTD | +19.8% | +183.5% | -163.7% | +18.4% |
| 1Y | +23.4% | +327.6% | -304.3% | +19.4% |
| All | +23.4% | +323.0% | -299.6% | +19.4% |
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