+448.0%
SNXX vs IOVA
+193.7%
+254.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +2.8% |
| 7D | +27.3% | -2.2% | +29.5% | +27.4% |
| 30D | +89.3% | +31.7% | +57.6% | +88.3% |
| 3M | -29.6% | +117.3% | -146.8% | -29.2% |
| 6M | +324.4% | +55.8% | +268.6% | +304.2% |
| All | +448.0% | +193.7% | +254.2% | +465.5% |
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