+378.0%
IOVA vs EXR
+28.1%
+350.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -1.0% |
| 7D | -41.3% | +11.3% | -52.5% | -40.2% |
| 30D | -38.5% | +21.2% | -59.7% | -38.3% |
| 3M | +99.5% | +8.7% | +90.8% | +101.8% |
| 6M | +126.0% | +18.2% | +107.8% | +124.8% |
| YTD | +218.7% | +27.9% | +190.7% | +214.4% |
| 1Y | +378.0% | +28.3% | +349.7% | +371.6% |
| All | +378.0% | +28.1% | +350.0% | +371.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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