+42.4%
XLE vs IOVA
+235.7%
-193.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.7% | +1.9% |
| 7D | -0.2% | -7.0% | +6.8% | -0.3% |
| 30D | -4.0% | -44.4% | +40.4% | -4.7% |
| 3M | +4.6% | +24.7% | -20.0% | +4.8% |
| 6M | +12.3% | +118.6% | -106.3% | +13.5% |
| YTD | +44.5% | +196.3% | -151.8% | +46.1% |
| 1Y | +42.4% | +205.3% | -162.9% | +43.2% |
| All | +42.4% | +235.7% | -193.3% | +43.2% |
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