+72.2%
SMTC vs IOVA
+362.8%
-290.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.5% | -11.4% | -12.7% |
| 7D | -24.5% | -41.3% | +16.8% | -19.5% |
| 30D | -42.5% | -38.5% | -3.9% | -39.2% |
| 3M | -14.1% | +99.5% | -113.6% | -24.8% |
| 6M | +3.6% | +126.0% | -122.4% | -11.1% |
| YTD | +50.6% | +218.7% | -168.1% | +24.0% |
| 1Y | +72.2% | +378.0% | -305.8% | +33.7% |
| All | +72.2% | +362.8% | -290.5% | +33.7% |
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 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