-12.9%
SNPS vs IOVA
+99.0%
-111.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | +1.1% | -3.5% | +4.5% | +1.3% |
| 30D | -5.2% | -45.4% | +40.2% | -2.3% |
| 3M | +10.6% | +19.0% | -8.5% | +7.4% |
| 6M | -10.6% | +112.0% | -122.6% | -17.7% |
| YTD | -3.1% | +184.2% | -187.3% | -13.6% |
| 1Y | +15.6% | +222.0% | -206.4% | +1.8% |
| 3Y | -12.9% | +92.6% | -105.5% | -19.6% |
| All | -12.9% | +99.0% | -111.9% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling