+10.7%
SNDU vs IOVA
+86.7%
-76.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -1.5% | -14.3% | -15.5% |
| 7D | -48.0% | -41.3% | -6.8% | -44.4% |
| 30D | -66.4% | -38.5% | -27.9% | -64.1% |
| 3M | -58.7% | +99.5% | -158.3% | -57.7% |
| 6M | -68.6% | +126.0% | -194.6% | -67.6% |
| All | +10.7% | +86.7% | -76.0% | +23.0% |
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