+378.0%
IOVA vs SSNC
-3.9%
+382.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -41.3% | -1.1% | -40.1% | -41.2% |
| 30D | -38.5% | +0.6% | -39.1% | -38.7% |
| 3M | +99.5% | -1.5% | +101.0% | +99.4% |
| 6M | +126.0% | +15.8% | +110.2% | +119.3% |
| YTD | +218.7% | -8.0% | +226.6% | +230.9% |
| 1Y | +378.0% | -5.8% | +383.9% | +415.3% |
| All | +378.0% | -3.9% | +382.0% | +415.3% |
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