+42.6%
IOVA vs SOXQ
+232.9%
-190.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.8% | +3.9% | +4.8% |
| 7D | -2.2% | +0.8% | -2.9% | -2.5% |
| 30D | +27.6% | -4.6% | +32.2% | +30.3% |
| 3M | +117.2% | -10.2% | +127.3% | +122.7% |
| 6M | +77.7% | +49.7% | +28.0% | +32.9% |
| YTD | +215.0% | +67.2% | +147.8% | +119.6% |
| 1Y | +255.4% | +98.0% | +157.4% | +119.7% |
| 3Y | +42.6% | +237.2% | -194.5% | -50.9% |
| All | +42.6% | +232.9% | -190.3% | -50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling