+37.3%
XHB vs IOVA
-63.5%
+100.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | +0.2% | +5.1% | -4.9% | -0.2% |
| 30D | -9.1% | +37.2% | -46.3% | -11.6% |
| 3M | -2.3% | +117.5% | -119.8% | -9.9% |
| 6M | -4.1% | +69.6% | -73.7% | -10.2% |
| YTD | -1.7% | +218.7% | -220.4% | -14.2% |
| 1Y | -15.1% | +265.5% | -280.7% | -27.7% |
| 3Y | +26.8% | +46.2% | -19.4% | +8.3% |
| 5Y | +37.3% | -63.2% | +100.6% | +22.5% |
| All | +37.3% | -63.5% | +100.9% | +22.5% |
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