+55.9%
SOXL vs IOVA
+362.8%
-306.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.5% | -7.3% | -8.6% |
| 7D | -37.9% | -41.3% | +3.4% | -33.8% |
| 30D | -59.4% | -38.5% | -20.9% | -56.9% |
| 3M | -52.3% | +99.5% | -151.8% | -56.0% |
| 6M | -47.7% | +126.0% | -173.7% | -52.4% |
| YTD | +58.8% | +218.7% | -159.9% | +42.2% |
| 1Y | +55.9% | +378.0% | -322.1% | +46.2% |
| All | +55.9% | +362.8% | -306.9% | +46.2% |
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