+4.1%
IOVA vs XPO
+1,516.3%
-1,512.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.7% | +5.7% |
| 7D | -2.2% | -5.7% | +3.5% | -0.4% |
| 30D | +27.6% | -12.8% | +40.4% | +32.6% |
| 3M | +117.2% | -20.0% | +137.1% | +130.2% |
| 6M | +77.7% | -6.0% | +83.7% | +78.3% |
| YTD | +215.0% | +34.0% | +181.0% | +178.0% |
| 1Y | +255.4% | +35.6% | +219.8% | +209.9% |
| 3Y | +42.6% | +152.3% | -109.7% | +1.4% |
| 5Y | -62.2% | +264.4% | -326.6% | -77.2% |
| All | +4.1% | +1,516.3% | -1,512.2% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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