+200.4%
IOVA vs EXR
+24.1%
+176.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.8% |
| 7D | -1.4% | -1.2% | -0.2% | -1.6% |
| 30D | -47.4% | +18.3% | -65.7% | -47.7% |
| 3M | +13.2% | +9.1% | +4.1% | +13.5% |
| 6M | +114.3% | +11.7% | +102.6% | +112.4% |
| YTD | +179.5% | +25.7% | +153.8% | +163.3% |
| 1Y | +200.4% | +24.9% | +175.5% | +182.0% |
| All | +200.4% | +24.1% | +176.3% | +182.0% |
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