-63.3%
IOVA vs SOXQ
+286.7%
-350.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.8% | +3.9% | +4.7% |
| 7D | -2.2% | +0.8% | -2.9% | -2.5% |
| 30D | +27.6% | -4.6% | +32.2% | +30.7% |
| 3M | +117.2% | -10.2% | +127.3% | +123.7% |
| 6M | +77.7% | +49.7% | +28.0% | +31.0% |
| YTD | +215.0% | +67.2% | +147.8% | +115.2% |
| 1Y | +255.4% | +98.0% | +157.4% | +114.7% |
| 3Y | +42.6% | +237.2% | -194.5% | -42.9% |
| 5Y | -62.2% | +261.3% | -323.5% | -86.2% |
| All | -63.3% | +286.7% | -350.0% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling