-70.2%
SMR vs IOVA
+244.9%
-315.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.1% | -5.1% |
| 7D | +4.7% | -6.4% | +11.2% | +5.6% |
| 30D | +3.2% | +25.4% | -22.2% | +0.1% |
| 3M | +9.9% | +115.3% | -105.4% | -1.3% |
| 6M | -15.1% | +56.5% | -71.7% | -22.3% |
| YTD | -27.9% | +198.2% | -226.1% | -38.3% |
| 1Y | -70.2% | +242.0% | -312.3% | -72.9% |
| All | -70.2% | +244.9% | -315.2% | -72.9% |
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