+24,367.0%
SOXL vs IOVA
-91.7%
+24,458.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.2% |
| 7D | +16.4% | +5.1% | +11.3% | +15.9% |
| 30D | -12.1% | +37.2% | -49.3% | -14.7% |
| 3M | -41.7% | +117.5% | -159.2% | -46.3% |
| 6M | +157.4% | +69.6% | +87.8% | +142.0% |
| YTD | +193.3% | +218.7% | -25.4% | +159.2% |
| 1Y | +355.3% | +265.5% | +89.8% | +294.6% |
| 3Y | +484.2% | +46.2% | +437.9% | +422.7% |
| 5Y | +182.7% | -63.2% | +245.9% | +172.3% |
| 10Y | +4,692.2% | +6.1% | +4,686.1% | +4,353.0% |
| All | +24,367.0% | -91.7% | +24,458.7% | +20,912.4% |
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