+255.7%
IOVA vs SSNC
-9.3%
+265.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.7% |
| 7D | -2.2% | -3.9% | +1.7% | -1.1% |
| 30D | +31.7% | -0.2% | +31.9% | +31.6% |
| 3M | +117.3% | +15.9% | +101.3% | +108.3% |
| 6M | +55.8% | +7.5% | +48.4% | +55.8% |
| YTD | +208.8% | -8.2% | +217.0% | +227.6% |
| 1Y | +255.7% | -9.3% | +265.0% | +311.9% |
| All | +255.7% | -9.3% | +265.0% | +311.9% |
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