+66.6%
SMTC vs IOVA
+189.0%
-122.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.7% | +1.1% | -3.6% |
| 7D | +30.5% | -1.4% | +31.9% | +31.0% |
| 30D | -30.9% | -47.4% | +16.5% | -24.3% |
| 3M | -14.7% | +13.2% | -27.9% | -18.0% |
| 6M | -9.6% | +114.3% | -123.9% | -22.1% |
| YTD | +62.1% | +179.5% | -117.4% | +33.9% |
| 1Y | +66.6% | +200.4% | -133.8% | +38.8% |
| All | +66.6% | +189.0% | -122.4% | +38.8% |
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