+4,594.0%
SMH vs IOVA
-91.6%
+4,685.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.6% |
| 7D | +2.5% | +9.7% | -7.2% | +2.2% |
| 30D | -0.5% | +102.5% | -103.0% | -2.6% |
| 3M | -9.6% | +100.7% | -110.3% | -11.7% |
| 6M | +42.1% | +106.3% | -64.3% | +38.3% |
| YTD | +57.4% | +222.0% | -164.5% | +51.1% |
| 1Y | +96.2% | +299.5% | -203.3% | +86.7% |
| 3Y | +267.9% | +42.9% | +225.0% | +252.0% |
| 5Y | +327.7% | -65.0% | +392.6% | +315.9% |
| 10Y | +1,764.6% | +10.3% | +1,754.4% | +1,673.1% |
| All | +4,594.0% | -91.6% | +4,685.6% | +4,231.7% |
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