+260.6%
SNDU vs IOVA
+88.6%
+172.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.0% | +22.6% | +23.6% |
| 7D | +35.2% | +9.7% | +25.4% | +34.7% |
| 30D | +50.8% | +102.5% | -51.7% | +46.4% |
| 3M | -43.2% | +100.7% | -143.9% | -40.6% |
| All | +260.6% | +88.6% | +172.0% | +280.2% |
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