-3.3%
XHB vs IOVA
+189.0%
-192.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +4.0% | -1.8% |
| 7D | -2.4% | -1.4% | -1.0% | -2.4% |
| 30D | +7.1% | -47.4% | +54.4% | +6.4% |
| 3M | -6.0% | +13.2% | -19.2% | -6.4% |
| 6M | +2.1% | +114.3% | -112.3% | +1.6% |
| YTD | -0.6% | +179.5% | -180.1% | +1.9% |
| 1Y | -3.3% | +200.4% | -203.7% | -0.4% |
| All | -3.3% | +189.0% | -192.3% | -0.4% |
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