+299.5%
IOVA vs SSNC
-3.0%
+302.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | +9.7% | +0.6% | +9.1% | +9.5% |
| 30D | +102.5% | +6.0% | +96.5% | +99.2% |
| 3M | +100.7% | +21.0% | +79.7% | +90.3% |
| 6M | +106.3% | +12.1% | +94.2% | +104.2% |
| YTD | +222.0% | -3.2% | +225.2% | +237.1% |
| 1Y | +299.5% | -4.4% | +303.9% | +359.3% |
| All | +299.5% | -3.0% | +302.5% | +359.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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