+265.5%
IOVA vs SBAC
-0.2%
+265.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +5.1% | -0.1% | +5.1% | +5.1% |
| 30D | +37.2% | +3.2% | +34.0% | +36.0% |
| 3M | +117.5% | -5.1% | +122.6% | +119.3% |
| 6M | +69.6% | -2.1% | +71.7% | +75.4% |
| YTD | +218.7% | -0.5% | +219.2% | +237.2% |
| 1Y | +265.5% | +1.1% | +264.4% | +295.2% |
| All | +265.5% | -0.2% | +265.7% | +295.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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