+17.9%
ZBH vs IOVA
+0.8%
+17.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.4% |
| 7D | -2.3% | -3.5% | +1.2% | -2.0% |
| 30D | +12.5% | -45.4% | +57.9% | +16.2% |
| 3M | +3.9% | +19.0% | -15.1% | +1.0% |
| 6M | +25.4% | +112.0% | -86.6% | +15.4% |
| YTD | +15.7% | +184.2% | -168.5% | +2.5% |
| 1Y | +15.2% | +222.0% | -206.8% | +0.8% |
| 3Y | +0.3% | +92.6% | -92.2% | -16.3% |
| 5Y | -16.1% | -63.2% | +47.1% | -23.4% |
| All | +17.9% | +0.8% | +17.1% | -7.8% |
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 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