+11,483.1%
SOXL vs IOVA
-92.6%
+11,575.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.7% | -12.7% | -11.2% |
| 7D | +26.9% | -3.5% | +30.3% | +27.3% |
| 30D | -47.2% | -45.4% | -1.9% | -44.1% |
| 3M | -59.9% | +19.0% | -78.9% | -60.6% |
| 6M | -68.3% | +112.0% | -180.3% | -70.8% |
| YTD | +38.8% | +184.2% | -145.4% | +23.9% |
| 1Y | +48.8% | +222.0% | -173.2% | +31.1% |
| 3Y | +196.5% | +92.6% | +103.9% | +161.5% |
| 5Y | -5.0% | -63.2% | +58.1% | -8.2% |
| 10Y | +1,914.5% | +2.1% | +1,912.4% | +1,786.9% |
| All | +11,483.1% | -92.6% | +11,575.7% | +9,942.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling