+1.8%
XME vs IOVA
+207.9%
-206.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | +0.3% | -3.5% | +3.8% | +0.5% |
| 30D | -6.1% | -45.4% | +39.3% | -3.9% |
| 3M | -18.6% | +19.0% | -37.6% | -20.4% |
| 6M | -23.9% | +112.0% | -135.9% | -28.7% |
| YTD | -9.3% | +184.2% | -193.6% | -18.6% |
| 1Y | +1.8% | +222.0% | -220.2% | -9.9% |
| All | +1.8% | +207.9% | -206.2% | -9.9% |
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