-63.2%
IOVA vs EXEL
+195.7%
-259.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | +0.1% |
| 7D | +5.1% | +1.4% | +3.7% | +4.4% |
| 30D | +37.2% | +6.7% | +30.6% | +32.8% |
| 3M | +117.5% | +11.5% | +106.0% | +103.3% |
| 6M | +69.6% | +38.8% | +30.8% | +40.5% |
| YTD | +218.7% | +31.6% | +187.1% | +172.7% |
| 1Y | +265.5% | +53.0% | +212.5% | +186.2% |
| 3Y | +46.2% | +160.8% | -114.6% | -25.6% |
| 5Y | -63.2% | +190.1% | -253.3% | -84.9% |
| All | -63.2% | +195.7% | -259.0% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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