-83.4%
SPXU vs IOVA
-63.3%
-20.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.5% |
| 7D | -7.6% | -3.5% | -4.1% | -8.0% |
| 30D | +5.3% | -45.4% | +50.7% | -1.4% |
| 3M | +9.6% | +19.0% | -9.4% | +16.2% |
| 6M | -4.5% | +112.0% | -116.6% | +13.0% |
| YTD | -25.9% | +184.2% | -210.1% | -5.2% |
| 1Y | -28.9% | +222.0% | -250.9% | -6.5% |
| 3Y | -80.5% | +92.6% | -173.0% | -70.7% |
| All | -83.4% | -63.3% | -20.1% | -78.1% |
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