+4.1%
IOVA vs SCCO
+1,104.1%
-1,100.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.8% |
| 7D | -2.2% | -2.7% | +0.5% | -1.2% |
| 30D | +27.6% | -0.7% | +28.3% | +27.3% |
| 3M | +117.2% | +8.1% | +109.1% | +106.9% |
| 6M | +77.7% | +4.1% | +73.6% | +70.3% |
| YTD | +215.0% | +41.1% | +173.9% | +158.4% |
| 1Y | +255.4% | +95.6% | +159.8% | +151.6% |
| 3Y | +42.6% | +179.3% | -136.6% | -16.0% |
| 5Y | -62.2% | +308.3% | -370.5% | -82.2% |
| All | +4.1% | +1,104.1% | -1,100.0% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling