-20.9%
ZBH vs IOVA
+45.5%
-66.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.9% |
| 7D | -5.2% | +5.1% | -10.3% | -5.4% |
| 30D | -2.4% | +37.2% | -39.6% | -3.6% |
| 3M | +8.3% | +117.5% | -109.2% | +4.4% |
| 6M | +0.7% | +69.6% | -68.9% | -2.2% |
| YTD | +5.3% | +218.7% | -213.3% | -1.3% |
| 1Y | -9.1% | +265.5% | -274.6% | -15.8% |
| All | -20.9% | +45.5% | -66.4% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling