+299.5%
IOVA vs EXR
+1.1%
+298.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.4% |
| 7D | +9.7% | -2.6% | +12.3% | +10.7% |
| 30D | +102.5% | -7.2% | +109.7% | +107.5% |
| 3M | +100.7% | -3.5% | +104.2% | +101.1% |
| 6M | +106.3% | -5.3% | +111.6% | +105.0% |
| YTD | +222.0% | +9.4% | +212.6% | +189.7% |
| 1Y | +299.5% | +1.3% | +298.2% | +293.6% |
| All | +299.5% | +1.1% | +298.5% | +293.6% |
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