+9.3%
IOVA vs SUI
+110.1%
-100.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.2% |
| 7D | +9.7% | -2.8% | +12.6% | +11.4% |
| 30D | +102.5% | -1.2% | +103.7% | +103.8% |
| 3M | +100.7% | -1.7% | +102.4% | +101.3% |
| 6M | +106.3% | -10.5% | +116.8% | +118.1% |
| YTD | +222.0% | -1.8% | +223.8% | +223.2% |
| 1Y | +299.5% | -4.1% | +303.6% | +306.8% |
| 3Y | +42.9% | +11.3% | +31.7% | +32.9% |
| 5Y | -65.0% | -32.1% | -32.9% | -59.6% |
| All | +9.3% | +110.1% | -100.7% | -7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling