-37.6%
SMCI vs IOVA
+362.8%
-400.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.5% | -4.2% | -5.6% |
| 7D | -17.3% | -41.3% | +23.9% | -14.0% |
| 30D | -31.5% | -38.5% | +7.1% | -28.9% |
| 3M | -6.6% | +99.5% | -106.1% | -13.6% |
| 6M | +6.0% | +126.0% | -120.0% | -5.0% |
| YTD | +1.1% | +218.7% | -217.6% | -12.8% |
| 1Y | -37.6% | +378.0% | -415.6% | -47.8% |
| All | -37.6% | +362.8% | -400.3% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling