+527.9%
SMTC vs IOVA
+4.5%
+523.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.3% |
| 7D | +22.5% | -2.2% | +24.7% | +22.9% |
| 30D | +24.9% | +31.7% | -6.8% | +19.3% |
| 3M | +4.1% | +117.3% | -113.2% | -9.1% |
| 6M | +92.6% | +55.8% | +36.7% | +75.0% |
| YTD | +122.5% | +208.8% | -86.3% | +80.2% |
| 1Y | +166.2% | +255.7% | -89.5% | +108.4% |
| 3Y | +577.2% | +41.7% | +535.5% | +436.5% |
| 5Y | +119.0% | -64.9% | +183.9% | +93.6% |
| 10Y | +527.9% | +6.3% | +521.6% | +378.0% |
| All | +527.9% | +4.5% | +523.4% | +378.0% |
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