+123.8%
STX vs IOVA
+362.8%
-239.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.5% | -6.7% | -8.1% |
| 7D | -20.2% | -41.3% | +21.1% | -18.8% |
| 30D | -37.2% | -38.5% | +1.3% | -36.2% |
| 3M | -34.1% | +99.5% | -133.6% | -35.3% |
| 6M | -24.5% | +126.0% | -150.4% | -25.8% |
| YTD | +102.9% | +218.7% | -115.7% | +99.9% |
| 1Y | +123.8% | +378.0% | -254.2% | +111.7% |
| All | +123.8% | +362.8% | -239.0% | +111.7% |
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 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