+299.5%
IOVA vs SNY
+2.0%
+297.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | +9.7% | -1.3% | +11.0% | +10.8% |
| 30D | +102.5% | +3.4% | +99.1% | +96.9% |
| 3M | +100.7% | -0.3% | +101.0% | +99.5% |
| 6M | +106.3% | +1.0% | +105.3% | +102.5% |
| YTD | +222.0% | -3.6% | +225.6% | +229.0% |
| 1Y | +299.5% | +3.0% | +296.5% | +287.5% |
| All | +299.5% | +2.0% | +297.5% | +287.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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