+46.0%
XME vs IOVA
+299.5%
-253.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -0.1% | +9.7% | -9.8% | -0.7% |
| 30D | +6.0% | +102.5% | -96.5% | +0.6% |
| 3M | -7.7% | +100.7% | -108.4% | -12.7% |
| 6M | +1.0% | +106.3% | -105.4% | -5.5% |
| YTD | +14.6% | +222.0% | -207.3% | +2.0% |
| 1Y | +46.0% | +299.5% | -253.6% | +27.7% |
| All | +46.0% | +299.5% | -253.6% | +27.7% |
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