-63.3%
IOVA vs SUI
-32.0%
-31.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.2% |
| 7D | +9.7% | -2.8% | +12.6% | +11.7% |
| 30D | +102.5% | -1.2% | +103.7% | +104.0% |
| 3M | +100.7% | -1.7% | +102.4% | +101.3% |
| 6M | +106.3% | -10.5% | +116.8% | +120.4% |
| YTD | +222.0% | -1.8% | +223.8% | +223.1% |
| 1Y | +299.5% | -4.1% | +303.6% | +307.7% |
| 3Y | +42.9% | +11.3% | +31.7% | +29.5% |
| All | -63.3% | -32.0% | -31.4% | -58.7% |
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