+2.8%
IOVA vs SSNC
+184.6%
-181.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -3.5% | +2.3% | -5.8% | -5.0% |
| 30D | -45.4% | -3.1% | -42.3% | -44.5% |
| 3M | +19.0% | -2.7% | +21.8% | +20.3% |
| 6M | +112.0% | +23.7% | +88.3% | +78.4% |
| YTD | +184.2% | -8.0% | +192.3% | +192.4% |
| 1Y | +222.0% | -4.7% | +226.7% | +222.3% |
| 3Y | +92.6% | +58.0% | +34.6% | +35.6% |
| 5Y | -63.2% | +8.0% | -71.1% | -66.9% |
| All | +2.8% | +184.6% | -181.9% | -51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling