+556.6%
SNPS vs IOVA
+6.6%
+549.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.4% |
| 7D | -5.5% | +5.1% | -10.6% | -6.0% |
| 30D | -5.8% | +37.2% | -43.0% | -8.8% |
| 3M | -17.2% | +117.5% | -134.7% | -24.5% |
| 6M | -10.4% | +69.6% | -80.0% | -16.9% |
| YTD | -16.5% | +218.7% | -235.2% | -28.0% |
| 1Y | -35.6% | +265.5% | -301.2% | -45.8% |
| 3Y | -14.6% | +46.2% | -60.8% | -28.6% |
| 5Y | +16.5% | -63.2% | +79.7% | +5.9% |
| 10Y | +556.6% | +6.1% | +550.5% | +427.3% |
| All | +556.6% | +6.6% | +549.9% | +427.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling