+1,454.2%
SNPS vs IOVA
-91.6%
+1,545.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.0% | -6.4% | -5.4% |
| 7D | -11.0% | +9.7% | -20.8% | -11.2% |
| 30D | -1.7% | +102.5% | -104.3% | -3.6% |
| 3M | -20.4% | +100.7% | -121.0% | -21.9% |
| 6M | -8.6% | +106.3% | -115.0% | -10.7% |
| YTD | -16.2% | +222.0% | -238.1% | -19.0% |
| 1Y | -34.6% | +299.5% | -334.1% | -37.3% |
| 3Y | -14.5% | +42.9% | -57.4% | -17.6% |
| 5Y | +17.0% | -65.0% | +82.0% | +14.2% |
| 10Y | +560.0% | +10.3% | +549.7% | +533.7% |
| All | +1,454.2% | -91.6% | +1,545.9% | +1,326.6% |
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 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