-67.9%
IOVA vs EXR
-0.3%
-67.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.2% |
| 7D | -5.2% | +5.2% | -10.4% | -7.9% |
| 30D | -37.8% | +20.9% | -58.6% | -44.8% |
| 3M | +29.5% | +7.7% | +21.8% | +22.5% |
| 6M | +96.6% | +13.2% | +83.4% | +79.7% |
| YTD | +194.5% | +26.5% | +168.0% | +149.3% |
| 1Y | +248.1% | +27.2% | +220.9% | +193.6% |
| 3Y | +86.1% | +71.5% | +14.6% | +37.7% |
| All | -67.9% | -0.3% | -67.5% | -71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling