-91.0%
SNDQ vs IOVA
+148.6%
-239.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.5% | +16.8% | +15.0% |
| 7D | +66.1% | -41.3% | +107.4% | +60.6% |
| 30D | +122.5% | -38.5% | +161.0% | +115.3% |
| 3M | +11.6% | +99.5% | -88.0% | +3.2% |
| 6M | -82.2% | +126.0% | -208.2% | -83.6% |
| All | -91.0% | +148.6% | -239.6% | -90.5% |
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