-92.7%
IOVA vs EXR
+1,626.6%
-1,719.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.1% |
| 7D | -5.2% | +5.2% | -10.4% | -7.2% |
| 30D | -37.8% | +20.9% | -58.6% | -43.1% |
| 3M | +29.5% | +7.7% | +21.8% | +24.2% |
| 6M | +96.6% | +13.2% | +83.4% | +84.0% |
| YTD | +194.5% | +26.5% | +168.0% | +161.3% |
| 1Y | +248.1% | +27.2% | +220.9% | +208.2% |
| 3Y | +86.1% | +71.5% | +14.6% | +49.2% |
| 5Y | -67.8% | +0.4% | -68.2% | -69.5% |
| 10Y | +38.6% | +225.2% | -186.6% | -13.5% |
| All | -92.7% | +1,626.6% | -1,719.3% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling