+10,498.0%
STX vs IOVA
-91.6%
+10,589.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.3% | +6.3% |
| 7D | +2.4% | +9.7% | -7.4% | +2.1% |
| 30D | +1.4% | +102.5% | -101.1% | -0.6% |
| 3M | -8.2% | +100.7% | -108.9% | -10.1% |
| 6M | +127.0% | +106.3% | +20.7% | +121.8% |
| YTD | +209.1% | +222.0% | -12.8% | +198.2% |
| 1Y | +365.4% | +299.5% | +65.9% | +345.4% |
| 3Y | +1,135.4% | +42.9% | +1,092.5% | +1,087.6% |
| 5Y | +991.5% | -65.0% | +1,056.5% | +964.2% |
| 10Y | +3,695.8% | +10.3% | +3,685.5% | +3,504.7% |
| All | +10,498.0% | -91.6% | +10,589.7% | +9,430.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling