-35.2%
SPXU vs IOVA
+259.8%
-295.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.7% | -8.1% | -2.0% |
| 7D | +2.5% | -2.2% | +4.6% | +2.4% |
| 30D | +4.2% | +27.6% | -23.4% | +6.1% |
| 3M | -9.3% | +117.2% | -126.4% | -2.9% |
| 6M | -30.7% | +77.7% | -108.4% | -25.9% |
| YTD | -28.1% | +215.0% | -243.2% | -19.0% |
| 1Y | -35.2% | +255.4% | -290.6% | -28.4% |
| All | -35.2% | +259.8% | -295.1% | -28.4% |
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 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