+2,071.0%
STX vs IOVA
+28.7%
+2,042.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.6% | +8.2% | +9.7% |
| 7D | -14.8% | +1.9% | -16.6% | -14.8% |
| 30D | -35.4% | -44.1% | +8.8% | -32.5% |
| 3M | -37.7% | +28.9% | -66.5% | -39.8% |
| 6M | -35.2% | +125.7% | -160.9% | -41.1% |
| YTD | +84.4% | +199.3% | -114.9% | +61.2% |
| 1Y | +82.3% | +255.2% | -173.0% | +56.3% |
| 3Y | +646.2% | +106.8% | +539.4% | +513.3% |
| 5Y | +487.4% | -67.1% | +554.5% | +439.4% |
| 10Y | +2,071.0% | +16.7% | +2,054.3% | +1,595.3% |
| All | +2,071.0% | +28.7% | +2,042.4% | +1,595.3% |
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