+62.2%
SPG vs IOVA
+6.6%
+55.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.2% |
| 7D | 0.0% | +5.1% | -5.1% | -0.4% |
| 30D | -4.9% | +37.2% | -42.2% | -7.2% |
| 3M | +3.3% | +117.5% | -114.2% | -3.5% |
| 6M | +11.2% | +69.6% | -58.4% | +5.1% |
| YTD | +17.1% | +218.7% | -201.6% | +4.6% |
| 1Y | +21.6% | +265.5% | -244.0% | +6.6% |
| 3Y | +111.9% | +46.2% | +65.6% | +84.8% |
| 5Y | +106.9% | -63.2% | +170.2% | +90.9% |
| 10Y | +62.2% | +6.1% | +56.1% | +45.5% |
| All | +62.2% | +6.6% | +55.6% | +45.5% |
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 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