+1.1%
IOVA vs SUI
+120.9%
-119.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -5.0% | -5.3% |
| 7D | -1.4% | -3.8% | +2.4% | +0.5% |
| 30D | -47.4% | +3.9% | -51.3% | -49.2% |
| 3M | +13.2% | +0.2% | +13.0% | +11.6% |
| 6M | +114.3% | -4.2% | +118.5% | +115.6% |
| YTD | +179.5% | -2.5% | +182.0% | +177.8% |
| 1Y | +200.4% | -4.0% | +204.4% | +201.4% |
| 3Y | +92.2% | +16.5% | +75.7% | +72.5% |
| 5Y | -63.8% | -27.2% | -36.6% | -59.8% |
| All | +1.1% | +120.9% | -119.8% | -29.0% |
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