+932.9%
ZBRA vs IOVA
-91.6%
+1,024.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | +1.4% |
| 7D | +1.8% | +9.7% | -8.0% | +1.5% |
| 30D | -1.7% | +102.5% | -104.2% | -4.1% |
| 3M | +47.8% | +100.7% | -52.9% | +43.8% |
| 6M | +56.7% | +106.3% | -49.6% | +51.9% |
| YTD | +49.4% | +222.0% | -172.6% | +42.4% |
| 1Y | +16.5% | +299.5% | -283.0% | +10.0% |
| 3Y | +31.5% | +42.9% | -11.5% | +25.0% |
| 5Y | -38.6% | -65.0% | +26.4% | -40.5% |
| 10Y | +421.0% | +10.3% | +410.7% | +389.1% |
| All | +932.9% | -91.6% | +1,024.5% | +809.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling