+43.6%
XLE vs IOVA
+255.8%
-212.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | 0.0% |
| 7D | -12.0% | -5.2% | -6.8% | -12.0% |
| 30D | -2.7% | -37.8% | +35.0% | -3.3% |
| 3M | +6.6% | +29.5% | -22.9% | +6.7% |
| 6M | +9.5% | +96.6% | -87.0% | +10.3% |
| YTD | +40.6% | +194.5% | -154.0% | +41.5% |
| 1Y | +43.6% | +248.1% | -204.5% | +42.4% |
| All | +43.6% | +255.8% | -212.2% | +42.4% |
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