+50.8%
SMTC vs IOVA
+233.9%
-183.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.4% |
| 7D | -10.9% | -8.5% | -2.4% | -9.3% |
| 30D | -39.4% | -44.7% | +5.3% | -34.5% |
| 3M | -13.5% | +26.2% | -39.8% | -18.1% |
| 6M | -6.8% | +123.2% | -130.0% | -19.4% |
| YTD | +54.0% | +196.0% | -142.0% | +28.8% |
| 1Y | +50.8% | +240.9% | -190.2% | +25.1% |
| All | +50.8% | +233.9% | -183.1% | +25.1% |
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