-60.4%
IOVA vs SUI
-26.4%
-34.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -3.5% | -1.5% | -2.0% | -2.6% |
| 30D | -45.4% | +3.7% | -49.1% | -47.4% |
| 3M | +19.0% | -0.4% | +19.4% | +17.8% |
| 6M | +112.0% | -2.8% | +114.8% | +111.8% |
| YTD | +184.2% | -1.6% | +185.9% | +180.7% |
| 1Y | +222.0% | -2.1% | +224.0% | +219.1% |
| 3Y | +92.6% | +18.5% | +74.1% | +66.3% |
| All | -60.4% | -26.4% | -34.0% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling