-5.8%
XLC vs IOVA
+362.8%
-368.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +3.5% |
| 7D | +1.8% | -41.3% | +43.0% | +2.7% |
| 30D | -6.0% | -38.5% | +32.6% | -5.2% |
| 3M | -6.0% | +99.5% | -105.6% | -7.3% |
| 6M | -9.1% | +126.0% | -135.0% | -10.8% |
| YTD | -10.0% | +218.7% | -228.7% | -12.3% |
| 1Y | -5.8% | +378.0% | -383.8% | -8.7% |
| All | -5.8% | +362.8% | -368.6% | -8.7% |
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