+368.8%
SNXX vs IOVA
+199.7%
+169.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +5.7% | -12.7% | -7.2% |
| 7D | -12.0% | -2.2% | -9.9% | -12.0% |
| 30D | +37.9% | +27.6% | +10.3% | +37.3% |
| 3M | -52.7% | +117.2% | -169.8% | -52.3% |
| 6M | +194.8% | +77.7% | +117.1% | +185.5% |
| All | +368.8% | +199.7% | +169.1% | +383.6% |
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