-34.9%
SPXS vs IOVA
+244.9%
-279.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +1.6% |
| 7D | +6.4% | -6.4% | +12.8% | +5.9% |
| 30D | +6.0% | +25.4% | -19.4% | +7.8% |
| 3M | -11.6% | +115.3% | -127.0% | -5.3% |
| 6M | -28.7% | +56.5% | -85.2% | -24.5% |
| YTD | -26.3% | +198.2% | -224.4% | -17.2% |
| 1Y | -34.9% | +242.0% | -276.9% | -28.2% |
| All | -34.9% | +244.9% | -279.8% | -28.2% |
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