+1,837.5%
SNDK vs IOVA
+259.8%
+1,577.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.7% | -9.2% | -3.8% |
| 7D | -6.1% | -2.2% | -4.0% | -6.0% |
| 30D | +21.5% | +27.6% | -6.1% | +19.7% |
| 3M | -13.2% | +117.2% | -130.4% | -17.7% |
| 6M | +149.2% | +77.7% | +71.5% | +138.4% |
| YTD | +588.1% | +215.0% | +373.1% | +498.7% |
| 1Y | +1,837.5% | +255.4% | +1,582.2% | +1,728.1% |
| All | +1,837.5% | +259.8% | +1,577.7% | +1,728.1% |
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