-86.1%
SPXU vs IOVA
-66.4%
-19.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.3% | +1.3% |
| 7D | +6.4% | -6.4% | +12.8% | +5.4% |
| 30D | +5.9% | +25.4% | -19.5% | +10.0% |
| 3M | -11.7% | +115.3% | -127.0% | +1.2% |
| 6M | -28.7% | +56.5% | -85.2% | -20.8% |
| YTD | -26.4% | +198.2% | -224.5% | -7.8% |
| 1Y | -35.2% | +242.0% | -277.2% | -15.7% |
| 3Y | -79.8% | +36.8% | -116.6% | -72.3% |
| 5Y | -86.1% | -64.3% | -21.8% | -81.7% |
| All | -86.1% | -66.4% | -19.6% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling