-62.9%
IOVA vs SOXQ
+288.7%
-351.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.7% |
| 7D | +5.1% | +5.3% | -0.2% | +2.1% |
| 30D | +37.2% | -3.7% | +40.9% | +39.8% |
| 3M | +117.5% | -7.8% | +125.3% | +120.4% |
| 6M | +69.6% | +58.4% | +11.2% | +20.7% |
| YTD | +218.7% | +68.1% | +150.5% | +117.0% |
| 1Y | +265.5% | +105.4% | +160.2% | +115.6% |
| 3Y | +46.2% | +239.2% | -193.0% | -41.7% |
| 5Y | -63.2% | +266.9% | -330.1% | -86.7% |
| All | -62.9% | +288.7% | -351.6% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling