-91.6%
SOXS vs IOVA
+362.8%
-454.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.5% | +10.2% | +8.5% |
| 7D | +46.7% | -41.3% | +87.9% | +39.4% |
| 30D | +97.0% | -38.5% | +135.5% | +88.9% |
| 3M | +39.5% | +99.5% | -60.0% | +55.1% |
| 6M | -54.9% | +126.0% | -180.9% | -48.4% |
| YTD | -90.4% | +218.7% | -309.1% | -88.6% |
| 1Y | -91.6% | +378.0% | -469.7% | -90.5% |
| All | -91.6% | +362.8% | -454.4% | -90.5% |
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