-10.5%
FXI vs IOVA
+362.8%
-373.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.2% |
| 7D | +6.6% | -41.3% | +47.8% | +7.1% |
| 30D | +2.2% | -38.5% | +40.7% | +2.6% |
| 3M | -4.7% | +99.5% | -104.3% | -6.1% |
| 6M | -4.7% | +126.0% | -130.6% | -6.6% |
| YTD | -9.0% | +218.7% | -227.7% | -11.0% |
| 1Y | -10.5% | +378.0% | -388.5% | -14.3% |
| All | -10.5% | +362.8% | -373.3% | -14.3% |
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