-15.3%
ZBH vs IOVA
-63.3%
+48.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.4% |
| 7D | -2.3% | -3.5% | +1.2% | -2.1% |
| 30D | +12.5% | -45.4% | +57.9% | +14.9% |
| 3M | +3.9% | +19.0% | -15.1% | +1.9% |
| 6M | +25.4% | +112.0% | -86.6% | +18.4% |
| YTD | +15.7% | +184.2% | -168.5% | +6.2% |
| 1Y | +15.2% | +222.0% | -206.8% | +4.7% |
| 3Y | +0.3% | +92.6% | -92.2% | -12.2% |
| All | -15.3% | -63.3% | +48.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling