-67.9%
IOVA vs SBAC
-40.3%
-27.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +4.6% |
| 7D | -5.2% | +1.2% | -6.4% | -5.7% |
| 30D | -37.8% | +11.2% | -48.9% | -40.6% |
| 3M | +29.5% | +4.5% | +25.0% | +26.1% |
| 6M | +96.6% | -12.2% | +108.7% | +105.4% |
| YTD | +194.5% | -0.1% | +194.6% | +186.8% |
| 1Y | +248.1% | -0.3% | +248.3% | +240.1% |
| 3Y | +86.1% | -8.7% | +94.8% | +86.5% |
| All | -67.9% | -40.3% | -27.5% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling