+3,676.0%
STX vs IOVA
+6.6%
+3,669.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +6.6% |
| 7D | +10.7% | +5.1% | +5.7% | +10.3% |
| 30D | +11.3% | +37.2% | -26.0% | +8.0% |
| 3M | +3.2% | +117.5% | -114.3% | -4.7% |
| 6M | +157.0% | +69.6% | +87.4% | +140.6% |
| YTD | +229.2% | +218.7% | +10.5% | +188.8% |
| 1Y | +381.8% | +265.5% | +116.3% | +313.4% |
| 3Y | +1,383.2% | +46.2% | +1,337.0% | +1,163.5% |
| 5Y | +1,144.9% | -63.2% | +1,208.1% | +1,040.1% |
| 10Y | +3,676.0% | +6.1% | +3,669.9% | +2,941.4% |
| All | +3,676.0% | +6.6% | +3,669.4% | +2,941.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling