-95.7%
SNDQ vs IOVA
+151.1%
-246.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +1.0% | -24.8% | -23.8% |
| 7D | -30.8% | +9.7% | -40.6% | -31.0% |
| 30D | -51.7% | +102.5% | -154.3% | -53.1% |
| 3M | -78.0% | +100.7% | -178.7% | -80.1% |
| All | -95.7% | +151.1% | -246.8% | -95.2% |
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 · Available span rolling