+673.8%
STX vs IOVA
+99.0%
+574.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.2% |
| 7D | +14.6% | -3.5% | +18.1% | +14.9% |
| 30D | -26.0% | -45.4% | +19.4% | -23.5% |
| 3M | -42.6% | +19.0% | -61.6% | -43.6% |
| 6M | -35.3% | +112.0% | -147.3% | -39.1% |
| YTD | +92.5% | +184.2% | -91.8% | +76.2% |
| 1Y | +102.4% | +222.0% | -119.6% | +83.2% |
| 3Y | +673.8% | +92.6% | +581.3% | +588.8% |
| All | +673.8% | +99.0% | +574.9% | +588.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling