+166.2%
SMTC vs IOVA
+254.2%
-88.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +19.1% |
| 3M | +4.1% | +117.3% | -113.2% | -9.0% |
| 6M | +92.6% | +55.8% | +36.7% | +72.1% |
| YTD | +122.5% | +208.8% | -86.3% | +83.3% |
| 1Y | +166.2% | +255.7% | -89.5% | +111.2% |
| All | +166.2% | +254.2% | -88.0% | +111.2% |
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