-79.4%
SPXU vs IOVA
+36.1%
-115.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.3% | +1.4% |
| 7D | +6.4% | -6.4% | +12.8% | +5.6% |
| 30D | +5.9% | +25.4% | -19.5% | +9.1% |
| 3M | -11.7% | +115.3% | -127.0% | -1.4% |
| 6M | -28.7% | +56.5% | -85.2% | -22.3% |
| YTD | -26.4% | +198.2% | -224.5% | -11.5% |
| 1Y | -35.2% | +242.0% | -277.2% | -19.7% |
| All | -79.4% | +36.1% | -115.6% | -71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling