+2,684.0%
SNDK vs IOVA
+299.5%
+2,384.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +11.8% |
| 7D | +17.2% | +9.7% | +7.4% | +16.4% |
| 30D | +28.8% | +102.5% | -73.7% | +21.5% |
| 3M | -1.1% | +100.7% | -101.8% | -6.1% |
| 6M | +190.5% | +106.3% | +84.1% | +169.9% |
| YTD | +633.0% | +222.0% | +411.0% | +523.5% |
| 1Y | +2,684.0% | +299.5% | +2,384.5% | +2,275.7% |
| All | +2,684.0% | +299.5% | +2,384.5% | +2,275.7% |
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