-13.9%
XHB vs IOVA
+254.2%
-268.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.5% |
| 7D | -1.9% | -2.2% | +0.3% | -1.9% |
| 30D | -8.3% | +31.7% | -40.0% | -8.6% |
| 3M | -7.1% | +117.3% | -124.4% | -8.4% |
| 6M | -5.3% | +55.8% | -61.1% | -6.6% |
| YTD | -3.2% | +208.8% | -212.0% | -4.7% |
| 1Y | -13.9% | +255.7% | -269.6% | -14.6% |
| All | -13.9% | +254.2% | -268.1% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling