+376.1%
SMTC vs IOVA
+7.2%
+369.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.1% | +10.2% | +10.3% |
| 7D | +12.9% | -7.0% | +19.9% | +14.5% |
| 30D | -25.6% | -44.4% | +18.8% | -19.5% |
| 3M | -4.5% | +24.7% | -29.2% | -9.6% |
| 6M | -8.3% | +118.6% | -126.9% | -21.5% |
| YTD | +69.9% | +196.3% | -126.4% | +36.2% |
| 1Y | +73.9% | +205.3% | -131.4% | +38.1% |
| 3Y | +757.7% | +103.8% | +653.9% | +542.3% |
| 5Y | +38.7% | -65.6% | +104.3% | +21.3% |
| 10Y | +376.1% | +6.4% | +369.7% | +251.0% |
| All | +376.1% | +7.2% | +369.0% | +251.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling