+46.2%
IOVA vs SSNC
+51.8%
-5.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +1.8% |
| 7D | +5.1% | -1.8% | +6.9% | +6.4% |
| 30D | +37.2% | +1.9% | +35.3% | +34.9% |
| 3M | +117.5% | +18.4% | +99.1% | +88.6% |
| 6M | +69.6% | +7.0% | +62.6% | +60.1% |
| YTD | +218.7% | -6.9% | +225.6% | +242.2% |
| 1Y | +265.5% | -8.2% | +273.7% | +297.4% |
| 3Y | +46.2% | +50.5% | -4.3% | -38.3% |
| All | +46.2% | +51.8% | -5.6% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling