+12.3%
XLI vs IOVA
+362.8%
-350.5%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.1% |
| 7D | +0.6% | -41.3% | +41.8% | +0.9% |
| 30D | -0.4% | -38.5% | +38.1% | -0.1% |
| 3M | -8.8% | +99.5% | -108.4% | -10.4% |
| 6M | -0.4% | +126.0% | -126.4% | -2.8% |
| YTD | +10.1% | +218.7% | -208.6% | +7.3% |
| 1Y | +12.3% | +378.0% | -365.7% | +8.9% |
| All | +12.3% | +362.8% | -350.5% | +8.9% |
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