-60.4%
IOVA vs EXR
-1.8%
-58.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -3.5% | -0.4% | -3.0% | -3.2% |
| 30D | -45.4% | +18.2% | -63.6% | -51.0% |
| 3M | +19.0% | +7.3% | +11.7% | +12.9% |
| 6M | +112.0% | +13.8% | +98.2% | +93.2% |
| YTD | +184.2% | +25.9% | +158.3% | +141.1% |
| 1Y | +222.0% | +25.8% | +196.2% | +173.1% |
| 3Y | +92.6% | +53.7% | +38.8% | +49.5% |
| All | -60.4% | -1.8% | -58.6% | -64.2% |
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