+200.4%
IOVA vs SBAC
-5.3%
+205.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.8% | -3.9% | -5.4% |
| 7D | -1.4% | -3.4% | +2.0% | -0.9% |
| 30D | -47.4% | +2.6% | -50.0% | -47.7% |
| 3M | +13.2% | +2.6% | +10.6% | +12.8% |
| 6M | +114.3% | -11.5% | +125.9% | +118.2% |
| YTD | +179.5% | -1.6% | +181.1% | +206.5% |
| 1Y | +200.4% | -5.1% | +205.5% | +247.6% |
| All | +200.4% | -5.3% | +205.7% | +247.6% |
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