+1.0%
XLU vs IOVA
+362.8%
-361.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.4% |
| 7D | +2.6% | -41.3% | +43.9% | +2.8% |
| 30D | +9.1% | -38.5% | +47.6% | +9.2% |
| 3M | -0.4% | +99.5% | -99.9% | -1.9% |
| 6M | -4.7% | +126.0% | -130.6% | -6.5% |
| YTD | +4.3% | +218.7% | -214.4% | +2.3% |
| 1Y | +1.0% | +378.0% | -377.0% | -2.1% |
| All | +1.0% | +362.8% | -361.8% | -2.1% |
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