+52.5%
SOXX vs IOVA
+362.8%
-310.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.7% | -3.1% |
| 7D | -13.7% | -41.3% | +27.6% | -12.0% |
| 30D | -23.6% | -38.5% | +14.9% | -22.2% |
| 3M | -16.9% | +99.5% | -116.4% | -19.4% |
| 6M | -2.4% | +126.0% | -128.4% | -6.0% |
| YTD | +49.8% | +218.7% | -168.9% | +43.2% |
| 1Y | +52.5% | +378.0% | -325.5% | +47.8% |
| All | +52.5% | +362.8% | -310.2% | +47.8% |
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