+357.4%
SOXL vs IOVA
+299.5%
+57.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.0% | +8.8% | +9.7% |
| 7D | +5.3% | +9.7% | -4.4% | +4.0% |
| 30D | -11.2% | +102.5% | -113.7% | -20.7% |
| 3M | -55.4% | +100.7% | -156.0% | -60.0% |
| 6M | +107.1% | +106.3% | +0.8% | +81.2% |
| YTD | +179.0% | +222.0% | -42.9% | +129.4% |
| 1Y | +357.4% | +299.5% | +57.8% | +289.1% |
| All | +357.4% | +299.5% | +57.8% | +289.1% |
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