+722.7%
XBI vs IOVA
-91.7%
+814.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.1% |
| 7D | -0.9% | +5.1% | -6.0% | -1.2% |
| 30D | +2.9% | +37.2% | -34.3% | +1.1% |
| 3M | +26.2% | +117.5% | -91.3% | +20.5% |
| 6M | +30.7% | +69.6% | -38.9% | +25.9% |
| YTD | +32.9% | +218.7% | -185.7% | +23.7% |
| 1Y | +72.3% | +265.5% | -193.3% | +58.5% |
| 3Y | +107.2% | +46.2% | +61.0% | +92.5% |
| 5Y | +23.2% | -63.2% | +86.4% | +18.3% |
| 10Y | +158.5% | +6.1% | +152.4% | +140.3% |
| All | +722.7% | -91.7% | +814.4% | +649.5% |
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 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