-8.7%
ZBH vs IOVA
+244.9%
-253.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.3% |
| 7D | -6.6% | -6.4% | -0.1% | -6.5% |
| 30D | -4.9% | +25.4% | -30.4% | -5.1% |
| 3M | +5.1% | +115.3% | -110.2% | +4.3% |
| 6M | +1.3% | +56.5% | -55.2% | +0.9% |
| YTD | +3.4% | +198.2% | -194.8% | +0.5% |
| 1Y | -8.7% | +242.0% | -250.7% | -11.5% |
| All | -8.7% | +244.9% | -253.6% | -11.5% |
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