+378.0%
IOVA vs EXPD
+53.8%
+324.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.8% | -3.2% |
| 7D | -41.3% | +0.3% | -41.5% | -41.0% |
| 30D | -38.5% | +1.8% | -40.4% | -37.9% |
| 3M | +99.5% | +8.9% | +90.6% | +110.6% |
| 6M | +126.0% | +42.2% | +83.7% | +176.2% |
| YTD | +218.7% | +33.4% | +185.3% | +310.1% |
| 1Y | +378.0% | +47.2% | +330.9% | +603.2% |
| All | +378.0% | +53.8% | +324.2% | +603.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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