+240.7%
SNDU vs IOVA
+74.7%
+166.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.4% | -4.1% | -7.4% |
| 7D | +16.8% | -6.4% | +23.2% | +17.2% |
| 30D | +64.3% | +25.4% | +38.8% | +63.3% |
| 3M | -36.7% | +115.3% | -152.0% | -36.6% |
| All | +240.7% | +74.7% | +166.0% | +260.4% |
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