-8.8%
SMCI vs IOVA
+259.8%
-268.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.7% | +1.6% | +6.7% |
| 7D | +1.3% | -2.2% | +3.4% | +1.5% |
| 30D | +6.6% | +27.6% | -21.0% | +3.8% |
| 3M | +25.4% | +117.2% | -91.7% | +13.2% |
| 6M | +26.1% | +77.7% | -51.5% | +14.9% |
| YTD | +37.0% | +215.0% | -178.0% | +17.0% |
| 1Y | -8.8% | +255.4% | -264.1% | -20.2% |
| All | -8.8% | +259.8% | -268.6% | -20.2% |
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