+34.8%
SMCI vs IOVA
+36.1%
-1.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.5% | -3.6% |
| 7D | -1.3% | -6.4% | +5.1% | -0.5% |
| 30D | +18.3% | +25.4% | -7.1% | +15.0% |
| 3M | +27.7% | +115.3% | -87.6% | +14.2% |
| 6M | +17.6% | +56.5% | -39.0% | +8.6% |
| YTD | +27.7% | +198.2% | -170.5% | +8.2% |
| 1Y | -14.9% | +242.0% | -256.9% | -29.8% |
| All | +34.8% | +36.1% | -1.3% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling