+381.8%
STX vs IOVA
+250.8%
+131.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +6.5% |
| 7D | +10.7% | +5.1% | +5.7% | +10.6% |
| 30D | +11.3% | +37.2% | -26.0% | +10.4% |
| 3M | +3.2% | +117.5% | -114.3% | +1.5% |
| 6M | +157.0% | +69.6% | +87.4% | +151.0% |
| YTD | +229.2% | +218.7% | +10.5% | +224.4% |
| 1Y | +381.8% | +265.5% | +116.3% | +378.3% |
| All | +381.8% | +250.8% | +131.0% | +378.3% |
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 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