-40.3%
ZBRA vs IOVA
-64.1%
+23.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.9% |
| 7D | -1.8% | -2.2% | +0.4% | -1.6% |
| 30D | -8.8% | +31.7% | -40.5% | -11.4% |
| 3M | +47.2% | +117.3% | -70.0% | +34.1% |
| 6M | +61.3% | +55.8% | +5.5% | +50.8% |
| YTD | +42.0% | +208.8% | -166.8% | +21.6% |
| 1Y | +10.5% | +255.7% | -245.2% | -8.0% |
| 3Y | +34.5% | +41.7% | -7.2% | +11.1% |
| 5Y | -40.3% | -64.9% | +24.6% | -48.1% |
| All | -40.3% | -64.1% | +23.9% | -48.1% |
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