+378.0%
IOVA vs SUI
+1.6%
+376.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.2% | -6.6% | -1.6% |
| 7D | -41.3% | +10.0% | -51.3% | -41.8% |
| 30D | -38.5% | +8.4% | -46.9% | -39.4% |
| 3M | +99.5% | +0.7% | +98.9% | +103.4% |
| 6M | +126.0% | -0.9% | +126.9% | +132.0% |
| YTD | +218.7% | +0.6% | +218.0% | +221.9% |
| 1Y | +378.0% | +0.8% | +377.3% | +373.9% |
| All | +378.0% | +1.6% | +376.4% | +373.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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