-64.3%
IOVA vs SOXQ
+251.3%
-315.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -2.0% |
| 7D | -6.4% | +2.3% | -8.8% | -7.6% |
| 30D | +25.4% | -3.9% | +29.3% | +28.0% |
| 3M | +115.3% | -4.7% | +120.1% | +113.6% |
| 6M | +56.5% | +47.9% | +8.7% | +16.0% |
| YTD | +198.2% | +64.3% | +133.8% | +105.5% |
| 1Y | +242.0% | +95.7% | +146.3% | +107.5% |
| 3Y | +36.8% | +231.5% | -194.7% | -45.0% |
| 5Y | -64.3% | +255.0% | -319.2% | -86.7% |
| All | -64.3% | +251.3% | -315.6% | -86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling