+103.6%
EXE vs IOVA
-63.5%
+167.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | -1.8% | +5.1% | -6.9% | -2.0% |
| 30D | +6.4% | +37.2% | -30.8% | +5.2% |
| 3M | +9.2% | +117.5% | -108.3% | +5.8% |
| 6M | -7.0% | +69.6% | -76.6% | -9.4% |
| YTD | -9.5% | +218.7% | -228.1% | -14.2% |
| 1Y | +6.2% | +265.5% | -259.3% | -0.1% |
| 3Y | +20.7% | +46.2% | -25.5% | +14.5% |
| 5Y | +103.6% | -63.2% | +166.9% | +120.4% |
| All | +103.6% | -63.5% | +167.2% | +120.4% |
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