-65.5%
IOVA vs SUI
-25.9%
-39.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | -8.5% | +3.4% | -11.9% | -10.5% |
| 30D | -44.7% | +4.6% | -49.3% | -47.1% |
| 3M | +26.2% | +1.6% | +24.7% | +23.3% |
| 6M | +123.2% | -3.5% | +126.7% | +124.1% |
| YTD | +196.0% | -1.0% | +197.0% | +191.1% |
| 1Y | +240.9% | -1.7% | +242.7% | +237.7% |
| 3Y | +103.5% | +18.4% | +85.2% | +75.5% |
| 5Y | -65.5% | -26.3% | -39.1% | -58.6% |
| All | -65.5% | -25.9% | -39.5% | -58.6% |
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