+64.7%
ZETA vs IOVA
+265.5%
-200.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | -2.4% | +5.1% | -7.5% | -2.7% |
| 30D | +15.6% | +37.2% | -21.6% | +12.9% |
| 3M | +41.5% | +117.5% | -76.0% | +31.2% |
| 6M | +63.4% | +69.6% | -6.2% | +56.3% |
| YTD | +51.3% | +218.7% | -167.4% | +27.1% |
| All | +64.7% | +265.5% | -200.9% | +40.3% |
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