+39.2%
XLK vs IOVA
+259.8%
-220.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.7% | -4.3% | +1.1% |
| 7D | +0.2% | -2.2% | +2.4% | +0.3% |
| 30D | -0.6% | +27.6% | -28.2% | -1.5% |
| 3M | +2.6% | +117.2% | -114.6% | -0.6% |
| 6M | +34.0% | +77.7% | -43.7% | +30.3% |
| YTD | +30.7% | +215.0% | -184.3% | +23.4% |
| 1Y | +39.2% | +255.4% | -216.2% | +33.4% |
| All | +39.2% | +259.8% | -220.6% | +33.4% |
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