+4,727.7%
SNDK vs IOVA
+60.8%
+4,666.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +13.1% | +5.1% | +8.0% | +12.6% |
| 30D | +43.4% | +37.2% | +6.1% | +39.5% |
| 3M | +5.8% | +117.5% | -111.7% | -2.0% |
| 6M | +229.6% | +69.6% | +160.0% | +209.9% |
| YTD | +632.2% | +218.7% | +413.5% | +531.9% |
| 1Y | +2,365.4% | +265.5% | +2,099.9% | +1,981.2% |
| All | +4,727.7% | +60.8% | +4,666.9% | +4,384.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling