+451.3%
SN vs IOVA
+107.4%
+343.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.5% | -7.0% | +10.5% | +4.0% |
| 30D | +19.4% | -44.4% | +63.9% | +23.8% |
| 3M | +20.9% | +24.7% | -3.7% | +15.6% |
| 6M | +111.1% | +118.6% | -7.5% | +87.3% |
| YTD | +102.8% | +196.3% | -93.5% | +71.5% |
| 1Y | +146.2% | +205.3% | -59.1% | +106.6% |
| All | +451.3% | +107.4% | +343.9% | +334.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling