+691.2%
SNPS vs IOVA
+28.7%
+662.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.0% | +3.5% |
| 7D | +0.2% | +1.9% | -1.7% | 0.0% |
| 30D | -8.4% | -44.1% | +35.7% | -4.4% |
| 3M | +12.3% | +28.9% | -16.6% | +7.2% |
| 6M | -9.6% | +125.7% | -135.3% | -19.6% |
| YTD | -0.6% | +199.3% | -199.9% | -15.3% |
| 1Y | +18.7% | +255.2% | -236.5% | -1.1% |
| 3Y | -7.6% | +106.8% | -114.4% | -26.5% |
| 5Y | +34.1% | -67.1% | +101.2% | +21.5% |
| 10Y | +691.2% | +16.7% | +674.5% | +510.3% |
| All | +691.2% | +28.7% | +662.5% | +510.3% |
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