+2.7%
EXE vs IOVA
+244.9%
-242.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.4% |
| 7D | -2.2% | -6.4% | +4.2% | -2.0% |
| 30D | -0.8% | +25.4% | -26.2% | -1.7% |
| 3M | +10.0% | +115.3% | -105.3% | +6.0% |
| 6M | -6.3% | +56.5% | -62.9% | -8.4% |
| YTD | -10.7% | +198.2% | -208.8% | -17.1% |
| 1Y | +2.7% | +242.0% | -239.3% | -5.5% |
| All | +2.7% | +244.9% | -242.2% | -5.5% |
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