-93.0%
IOVA vs SUI
+596.1%
-689.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.7% | -11.7% | -11.3% |
| 7D | -19.0% | +8.8% | -27.8% | -22.2% |
| 30D | -40.3% | +8.9% | -49.2% | -43.1% |
| 3M | +78.3% | +2.0% | +76.3% | +74.9% |
| 6M | +94.5% | -0.6% | +95.1% | +92.6% |
| YTD | +183.5% | +1.3% | +182.2% | +177.7% |
| 1Y | +327.6% | +1.3% | +326.4% | +319.4% |
| 3Y | +83.8% | +16.3% | +67.6% | +69.2% |
| 5Y | -69.0% | -25.1% | -44.0% | -66.7% |
| 10Y | +33.4% | +121.1% | -87.6% | +2.4% |
| All | -93.0% | +596.1% | -689.1% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling