+334.8%
SAN vs IOVA
+6.6%
+328.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.4% |
| 7D | +3.3% | +5.1% | -1.7% | +3.0% |
| 30D | +1.1% | +37.2% | -36.1% | -1.4% |
| 3M | +22.2% | +117.5% | -95.3% | +14.2% |
| 6M | +36.0% | +69.6% | -33.6% | +28.6% |
| YTD | +28.2% | +218.7% | -190.4% | +15.0% |
| 1Y | +54.1% | +265.5% | -211.4% | +35.7% |
| 3Y | +354.2% | +46.2% | +308.0% | +298.5% |
| 5Y | +387.3% | -63.2% | +450.5% | +353.6% |
| 10Y | +334.8% | +6.1% | +328.7% | +273.8% |
| All | +334.8% | +6.6% | +328.2% | +273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling