+19.9%
XBI vs IOVA
-62.2%
+82.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.7% | -6.0% | -1.4% |
| 7D | -4.6% | -2.2% | -2.5% | -4.3% |
| 30D | -2.0% | +27.6% | -29.6% | -6.7% |
| 3M | +17.8% | +117.2% | -99.4% | -0.6% |
| 6M | +23.7% | +77.7% | -54.0% | +6.8% |
| YTD | +28.2% | +215.0% | -186.8% | -2.5% |
| 1Y | +64.0% | +255.4% | -191.4% | +19.7% |
| 3Y | +99.4% | +42.6% | +56.8% | +42.2% |
| All | +19.9% | -62.2% | +82.1% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling