+6.3%
IOVA vs SSNC
+162.7%
-156.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.2% |
| 7D | -2.2% | -3.9% | +1.7% | +0.4% |
| 30D | +31.7% | -0.2% | +31.9% | +31.6% |
| 3M | +117.3% | +15.9% | +101.3% | +93.6% |
| 6M | +55.8% | +7.5% | +48.4% | +45.4% |
| YTD | +208.8% | -8.2% | +217.0% | +220.3% |
| 1Y | +255.7% | -9.3% | +265.0% | +271.0% |
| 3Y | +41.7% | +48.5% | -6.8% | +5.4% |
| 5Y | -64.9% | +16.0% | -80.9% | -69.7% |
| 10Y | +6.3% | +169.2% | -162.9% | -45.3% |
| All | +6.3% | +162.7% | -156.4% | -45.3% |
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 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