+659.5%
XHB vs IOVA
-91.6%
+751.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | -0.1% | +0.9% |
| 7D | -1.3% | +9.7% | -11.0% | -1.5% |
| 30D | -6.9% | +102.5% | -109.4% | -8.7% |
| 3M | -1.3% | +100.7% | -101.9% | -3.3% |
| 6M | -6.8% | +106.3% | -113.1% | -9.0% |
| YTD | +0.7% | +222.0% | -221.2% | -2.9% |
| 1Y | -11.2% | +299.5% | -310.8% | -15.1% |
| 3Y | +25.3% | +42.9% | -17.6% | +20.6% |
| 5Y | +37.3% | -65.0% | +102.3% | +33.8% |
| 10Y | +211.5% | +10.3% | +201.2% | +198.5% |
| All | +659.5% | -91.6% | +751.1% | +608.3% |
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