+5.2%
QLD vs IOVA
+255.8%
-250.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.3% | +2.2% |
| 7D | -10.3% | -5.2% | -5.1% | -9.8% |
| 30D | -26.1% | -37.8% | +11.7% | -23.9% |
| 3M | -17.8% | +29.5% | -47.2% | -19.4% |
| 6M | -15.6% | +96.6% | -112.1% | -20.6% |
| YTD | +5.4% | +194.5% | -189.1% | -6.3% |
| 1Y | +5.2% | +248.1% | -242.8% | -8.1% |
| All | +5.2% | +255.8% | -250.5% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling