+79.2%
IOVA vs SUI
+16.8%
+62.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.7% | -11.7% | -11.4% |
| 7D | -19.0% | +8.8% | -27.8% | -23.1% |
| 30D | -40.3% | +8.9% | -49.2% | -44.0% |
| 3M | +78.3% | +2.0% | +76.3% | +74.5% |
| 6M | +94.5% | -0.6% | +95.1% | +93.0% |
| YTD | +183.5% | +1.3% | +182.2% | +175.8% |
| 1Y | +327.6% | +1.3% | +326.4% | +316.7% |
| All | +79.2% | +16.8% | +62.3% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling