+230.9%
XHB vs IOVA
-0.9%
+231.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +4.0% | -1.2% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | +7.1% | -47.4% | +54.4% | +12.0% |
| 3M | -6.0% | +13.2% | -19.2% | -9.2% |
| 6M | +2.1% | +114.3% | -112.3% | -9.0% |
| YTD | -0.6% | +179.5% | -180.1% | -15.3% |
| 1Y | -3.3% | +200.4% | -203.7% | -18.6% |
| 3Y | +34.1% | +92.2% | -58.1% | +7.5% |
| 5Y | +28.6% | -63.8% | +92.4% | +14.2% |
| All | +230.9% | -0.9% | +231.8% | +165.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling