-67.9%
IOVA vs SUI
-26.3%
-41.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.3% | +4.7% |
| 7D | -5.2% | +6.2% | -11.4% | -8.9% |
| 30D | -37.8% | +8.6% | -46.4% | -41.7% |
| 3M | +29.5% | +1.0% | +28.5% | +27.0% |
| 6M | +96.6% | -2.6% | +99.2% | +96.3% |
| YTD | +194.5% | -0.1% | +194.6% | +188.2% |
| 1Y | +248.1% | +0.5% | +247.6% | +239.9% |
| 3Y | +86.1% | +15.3% | +70.9% | +63.2% |
| All | -67.9% | -26.3% | -41.6% | -61.6% |
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