+3,288.2%
SMCI vs IOVA
-92.0%
+3,380.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -3.2% |
| 7D | +5.2% | -2.2% | +7.4% | +5.3% |
| 30D | +23.7% | +31.7% | -8.0% | +22.6% |
| 3M | -4.2% | +117.3% | -121.5% | -7.1% |
| 6M | +21.7% | +55.8% | -34.1% | +19.2% |
| YTD | +33.0% | +208.8% | -175.8% | +27.1% |
| 1Y | -9.3% | +255.7% | -265.0% | -13.9% |
| 3Y | +38.7% | +41.7% | -3.0% | +32.4% |
| 5Y | +967.2% | -64.9% | +1,032.1% | +936.6% |
| 10Y | +1,745.9% | +6.3% | +1,739.6% | +1,641.5% |
| All | +3,288.2% | -92.0% | +3,380.1% | +2,946.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling