+126.5%
SPMO vs IOVA
+95.6%
+30.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.7% | +5.7% | +0.3% |
| 7D | +9.8% | -1.4% | +11.2% | +9.8% |
| 30D | -9.2% | -47.4% | +38.2% | -7.1% |
| 3M | -11.0% | +13.2% | -24.2% | -12.0% |
| 6M | -6.6% | +114.3% | -121.0% | -10.9% |
| YTD | +13.3% | +179.5% | -166.1% | +6.0% |
| 1Y | +12.7% | +200.4% | -187.7% | +4.9% |
| All | +126.5% | +95.6% | +30.8% | +108.3% |
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